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A Primer on Charitable Lead Trusts

A Primer on Charitable Lead Trusts

“A Primer on Charitable Lead Trusts,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. To educate us on the rules that govern a popular gifting technique, Charitable Lead...
An Introduction to Private Foundation Excise Taxes

An Introduction to Private Foundation Excise Taxes

“An Introduction to Private Foundation Excise Taxes,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. Private foundations are an effective vehicle for individuals and...
Choosing an Executor or Trustee

Choosing an Executor or Trustee

by ACTEC Fellows Lorraine Cavataio and Stacy Singer Selecting an executor or trustee to oversee your will or trust requires careful consideration. ACTEC Fellows Lorraine Cavataio and Stacy Singer clarify the duties of an executor or trustee, traits to look for when...
A Primer on Private Foundations

A Primer on Private Foundations

“A Primer on Private Foundations,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. To educate us on the rules that govern charitable private foundations, you will be hearing today from...
An Introduction to Individual Charitable Deductions

An Introduction to Individual Charitable Deductions

“An Introduction to Individual Charitable Deductions,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Natalie Perry, ACTEC Fellow from Wheaton, Illinois. To give us an introduction to the rules that govern individual...