ACTEC 2025 Summer SeminarsJune 21, 2025Montreal, Canada This presentation will cover various legal, evidentiary, and ethical considerations related to inter vivos gifts, including how to challenge them and the complexities […]
Meeting Materials
ACTEC 2025 Summer SeminarsJune 21, 2025Montreal, Canada This program will provide a practical discussion on managing foreign trusts with U.S. beneficiaries, planning for trusts with foreign assets, navigating expatriation (and […]
ACTEC 2025 Summer SeminarsJune 21, 2025Montreal, Canada The fearless panel will guide you beneath the GST tax waves, discussing planning priorities for 2025 before potential sunset of current laws, final […]
June 21, 2025Montreal, Canada Seminar 1. A Deep Dive into the GST Abyss The fearless panel will guide you beneath the GST tax waves, discussing planning priorities for 2025 before […]
ACTEC 2025 Stand-Alone ProgramJune 19, 2025Montreal, Canada Like sands through the hourglass, so are the days of our practice. This session will dig into common mistakes made on Form 709, […]
ACTEC 2025 Stand-Alone ProgramJune 19, 2025Montreal, Canada Clients, advisors, and practitioners often focus on the planning and execution of transfers. However, without attention to the gift tax return filing, the […]
June 19, 2025Montreal, Canada Session 3: Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation Clients, advisors, and practitioners often focus on the planning and […]
ACTEC 2025 Stand-Alone ProgramJune 18, 2025Montreal, Canada Clients rarely, if ever, give away cash. In this presentation, we will discuss tax strategies, practical tips, and best practices when advising clients […]
ACTEC 2025 Stand-Alone ProgramJune 18, 2025Montreal, Canada This panel will review the perils and antidotes of reciprocal trust and step-transaction doctrines, impermissible direct and indirect retained control of gifts, transfers […]
June 18, 2025Montreal, Canada Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion This panel will review the perils and antidotes of reciprocal trust and […]