2021 Fall Newsletter
President’s Message
I am pleased to introduce to you the 7th Class of Dennis I. Belcher Young Leaders. This year’s class includes four outstanding individuals: Brian Balduzzi of Philadelphia, PA; Caitlin Horne of Charlotte, NC; René Morency of Clayton, MO; and Melisa Seyhun of Chicago, IL. The Young Leaders program builds on ABA RPTE’s two-year Young Fellows Program to provide an additional two years of financial support for a diverse group of trust and estate attorneys. >> Continue reading.
In This Issue
- President’s Message
- Success of ACTEC Foundation Funding Series
- Tulane/ACTEC Symposium on Conflict of Laws in Trusts and Estates
- In Memoriam Contributions
- Thank you to 2021 Foundation Donors
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Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why.
