CARES Act RMD Waiver | 2020 Required Minimum Distributions from Retirement Accounts by ACTEC Fellows Svetlana V. Bekman and Stacy E. Singer Due to COVID-19 and its economic implications, the IRS has changed the rules on IRA distributions. Learn what has changed with...
Estate Planning Considerations for Small Business Owners by ACTEC Fellows Natalie M. Perry and Michaelle D. Rafferty Small business owners need to plan for the transition of their company in their estate plan. Michaelle Rafferty and Natalie Perry, estate planning...
Utilizing Positive Psychology in Your Estate Plan by ACTEC Fellows Raymond C. Odom and Stacy E. Singer ACTEC Fellows Raymond C. Odom and Stacy E. Singer discuss the role of positive psychology in estate planning. Learn about the importance of effective estate...
Can I Change My Irrevocable Trust? by ACTEC Fellows Susan T. Bart and Stacy E. Singer Learn what changing an irrevocable trust entails, what it means to decant a trust, what courts can do and other pitfalls. ACTEC Fellows Susan T. Bart and Stacy E. Singer, discuss the...
Special Needs Trusts by ACTEC Fellows Stacy E. Singer and Peter S. Stern A special needs trust, also known as a supplemental needs trust, is a type of irrevocable trust that can provide benefits to minors and physically or mentally challenged individuals. ACTEC...
