ACTEC Foundation 2022 Fall Meeting Newsletter
In this edition…
The ACTEC Foundation President, Jeff Thede, focuses on the future of The ACTEC Foundation – what he calls “Foundation 3.0.” Learn what’s in store. Read about the contributions of graduates of the ACTEC Foundation-funded Dennis I. Belcher Young Leaders Program to ACTEC. If you would like to support the Rudy Ogburn Memorial Fund for the Southeast Fellows Institute, discussed in the President’s Message, make a donation today!
Latest ACTEC Trust and Estate Talk Podcasts
Huffman Case Endangers Buy-Sell Agreements
Lessons from Huffman v. Commissioner, when a son exercised an option to purchase stock from his parents, ignoring a buy-sell agreement in the family business.
Caution for Divorcing Spouses Who Are Trust Beneficiaries
Takeaways from the 2023 Massachusetts divorce case, Jones v. Jones, for parents who support their married children may diminish trust assets in a divorce.
Modifying Trusts after CCA 202352018
A T&E expert reviews CCA 202352018’s true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts.