ACTEC
@ACTECNEWS
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The American College of Trust and Estate Counsel
Washington, DC
Joined October 2009
Discover 10 keys to personal flourishing—from savoring moments to taking risks—in this part of the Trachtman Lecture on positive psychology. #positivepsychology #actec #estateplanning
actecfoundation.org
Discover 10 keys to personal flourishing—from savoring moments to taking risks—in this part of the Trachtman Lecture on positive psychology.
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Discover how positive psychology intersects with estate planning in Steve Akers’ 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insights. #actec #estateplanning
actecfoundation.org
Explore how positive psychology and trust planning intersect in Steve Akers’ “Counting Down, Counting Up, Flourishing” Trachtman Lecture preview.
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Explore how positive psychology and trust planning intersect in Steve Akers’ “Counting Down, Counting Up, Flourishing” Trachtman Lecture preview. #EstatePlanning #ACTEC.
actecfoundation.org
Explore how positive psychology and trust planning intersect in Steve Akers’ “Counting Down, Counting Up, Flourishing” Trachtman Lecture preview.
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Learn about burial, cremation, green burial, and human composting options, plus legal and religious considerations for end-of-life planning. #BurialOptions #estateplanning #ACTEC
actec.org
Learn about burial, cremation, green burial, and human composting options, plus legal and religious considerations for end-of-life planning.
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Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14. #EstatePlanning #TaxLaw #IRCChapter14 #ACTEC
actecfoundation.org
Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14.
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How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion. #ACTEC #chapter14 #IRS #FamilyOffice
actecfoundation.org
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion.
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Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. #EstatePlanning #Chapter14 #WealthTransfer #TaxLaw #GiftTax #EstateTax #FinancialPlanning #ACTEC.
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Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience. #EstatePlanning #ACTEC #customerService
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An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+. #IRAs #RetirementPlanning #EstatePlanning #ACTEC.
actecfoundation.org
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+.
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An expert offers tips for estate planning attorneys to avoid ethical pitfalls, featuring recent case examples of disciplinary actions and disqualifications. #ACTEC #Estate.
actecfoundation.org
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent case examples of disciplinary actions and disqualifications.
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Ensure your pet’s future with a pet trust! Learn how to set up, fund, and protect your pet’s care with expert estate planning tips. Watch now.
actec.org
Ensure your pet’s future with a pet trust! Learn how to set up, fund, and protect your pet’s care with expert estate planning tips. Watch now at ACTEC.org/pet-trust.
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The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. #estateplanning #ACTEC #TaxLaw #Circular230
actecfoundation.org
The IRS proposed changes to Circular 230—what does it mean for tax professionals? An ACTEC Fellow breaks it down. Stay informed!
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Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients. #EstatePlanning #RetirementTips #FinancialPlanning #ACTEC.
actecfoundation.org
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.
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Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why. #ACTEC #EstatePlanning #WealthManagement.
actecfoundation.org
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why.
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An expert offers a review of recent case law and pronouncements by the IRS that have indicated the need for increased caution in estate and tax planning. #EstatePlanning #EstateLaw #WealthManagement #ACTEC.
actecfoundation.org
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.
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Estate planning lawyers discuss steps for incapacity and diminishing-capacity planning, proactively protecting assets and finances, and avoiding guardianship. #dementia #guardianship #EstatePlanning #ACTEC.
actec.org
Estate planning lawyers discuss steps for incapacity and diminishing-capacity planning, proactively protecting assets and finances, and avoiding guardianship.
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An analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners. #estateplanning #ACTEC.
actecfoundation.org
An analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners.
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The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail. #corporatelaw #LLCformation #ACTEC #EstatePlanning.
actecfoundation.org
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail.
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Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues. #Asset #assetprotection #assetmanagement #artcollector #WealthManagement #estateplanning #ACTEC .
actecfoundation.org
Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues.
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