Voices of The ACTEC Foundation: Young Leaders
The Dennis I. Belcher Young Leaders Program
Toni Ann Kruse and JP Lee, graduates of the Dennis I. Belcher Young Leaders Program and now ACTEC Fellows, share how their participation in the program helped them engage in the trust and estate community, enhance their leadership skills and reach the aim of becoming ACTEC Fellows.
Latest ACTEC Trust and Estate Talk Podcasts
Lessons From Lisa Marie Presley’s Estate: Why Use a Corporate Trustee
Drama in the Estate of Lisa Marie Presley may be due to the absence of a corporate trustee. Understand the benefits of using an experienced corporate trustee.
Relief for S Corporation Mishaps
Expert tax advice on the relief provided in IRS Revenue Rulings for S Corporation to address mistakes and mess-ups in tax filing or ownership restrictions.
The Importance of Treating Life Insurance as an Asset and Maximizing Value
Life insurance may be a client’s most valuable asset. Understand how to identify a policy’s value and sell it for other estate needs instead of letting it lapse.