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
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.