Webinars
ACTEC Fellows Professor Gerry W. Beyer and Chang H. Chae Chang H. Chae used his wealth of experience with famous clients to discuss a variety of estate planning issues that arise when planning […]
with ACTEC Fellows Donald P. DiCarlo, Jr., William Thomas Hennessey, III, Amy K. Kanyuk, Bruce S. Ross and moderated by Stephanie Loomis-Price Ethical challenges arise in practically every negotiation, but especially so when that process is intertwined with thorny […]
ACTEC Fellows Stéphanie Auféril, Dina Kapur Sanna and J. Andrew P. Stone This panel highlighted the complications with a cross border death including: conflict of laws, forced heirship, estate tax returns, US tax elections […]
ACTEC Fellows Wendy S. Goffe and Kimberly R. Willoughby, and guest Peter M. Walzer, Walzer and Meltzer, LLP, Woodland Hills, CA Matrimonial agreements that our clients enter into are often not consistent with their estate […]
ACTEC Fellows Stephen R. Akers, Todd Angkatavanich, Sarah S. Butters and Beth Shapiro Kaufman The panel examined tax and non-tax recent developments, cases and rulings from 2021 and early 2022 that impact the trust and […]
ACTEC Fellows Charles D. (Skip) Fox, IV, J. Lee E. Osborne, Professor Mary F. Radford and Bruce Stone This session used hypotheticals involving planning for multiple family members with complex assets to examine the ethical […]
ACTEC Fellows Glenn G. Fox, Raj A. Malviya and guest Kevin Shepherd, Venable LLP, Baltimore, MD 2021 was filled with a significant amount of legislative activity that impacted the wealth planning and tax practice. […]
Seminar A – Recorded March 12 – 2022 Annual Meeting ACTEC Fellows Brad Bedingfield, Erik Dryburgh, and Michele A.W. McKinnon Charitable giving, in particular for high net worth individuals and families, has evolved […]
Recorded March 12 at the 2022 Annual Meeting In his 2011 Joseph Trachtman Memorial Lecture, Ronald D. Aucutt, ACTEC President 2003-2004, stepped away from his typical focus on tax policy and […]