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The New Illinois Trust Code

The New Illinois Trust Code

The New Illinois Trust Code “The New Illinois Trust Code,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Jonathan Michael, ACTEC Fellow from Chicago. Illinois has adopted its version of the Uniform Trust Code,...
Deemed Realization of Gains on Gratuitous Transfers

Deemed Realization of Gains on Gratuitous Transfers

estate planning “Deemed Realization of Gains on Gratuitous Transfers,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Jean Carter, an ACTEC Fellow from Raleigh, North Carolina. We have a technical topic today with major...
Qualified Opportunity Funds and Opportunity Zones

Qualified Opportunity Funds and Opportunity Zones

trust and estate “Qualified Opportunity Funds and Opportunity Zones,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Travis Hayes, ACTEC Fellow from Naples, Florida. ACTEC filed a comment letter with the Treasury...
5 Reasons to Update Your Estate Plan

5 Reasons to Update Your Estate Plan

estate planning by ACTEC Fellow Bernard Krooks J.D., CPA, LLM (in taxation) Understanding your Power of Attorney (POA) is critical to estate planning. It is the single most important document you can sign. Bernie Krooks, a nationally-recognized expert in all aspects...
The Impact of Tax Reform on Trusts After Divorce

The Impact of Tax Reform on Trusts After Divorce

estate planning “The Impact of Tax Reform on Trusts After Divorce,” that’s the subject of today’s ACTEC Trust & Estate Talk. Transcript/Show Notes This is Margaret Van Houten of Des Moines, Iowa. Recent changes can have an enormous impact on existing...