The American College of Trust and Estate College News | The American College of Trust and Estate Counsel

Balancing Independence and Vulnerability of Older Adults - Part 3

Learn what lawyers and society can do to protect an older adult’s independence and reduce stereotypes - especially women – from elder financial abuse.

Balancing Independence and Vulnerability of Older Adults - Part 2

Elder financial abuse and who commits it, how we can help protect the autonomy of older adults and understand what the law can do to protect against such abuses.

Divorce and Estate Planning

Going through a divorce can be emotionally and financially stressful. Knowledge is power. Understand what estate planning documents are impacted by a divorce from lawyers with an expertise in estate planning. ACTEC Fellows explain why in this short video.

Should I Sign New Estate Planning Documents When I Move to a New State?

Individuals and families need to update estate planning documents when relocating to a new state. ACTEC Fellows explain why in this short video.

ACTEC Comments on Proposed Regulations on Qualified Opportunity Funds under Code Section 1400Z-2

ACTEC is pleased to submit the enclosed comments pursuant to Treasury Notice 84 Fed. Reg. 18652, published in the Federal Register on May 1, 2019.

Supreme Court Rules in Trust Tax Case Following Amicus Brief Filed by The American College of Trust and Estate Counsel

The United States Supreme Court today ruled in a unanimous opinion against North Carolina in a trust tax case. The American College of Trust and Estate Counsel (ACTEC) filed an influential amicus brief in March, The North Carolina Department of Revenue v. The Kimberly Rice Kaestner 1992 Family Trust. The Supreme Court decision determined that a trust beneficiary’s residence in a state does not establish a necessary connection for the state to tax the trust.

ACTEC Recognizes 2019 Elected Regents

The American College of Trust and Estate Counsel (ACTEC) is governed by 39 members of the Board of Regents, six of whom are officers of the association. Regents are elected by the voting Fellows into office during the Annual Meeting for a 3-year term. The College recognizes three new Fellows to the Board of Regents: Bridget A. Logstrom Koci, Peter S. Gordon, and Rudy L. Ogburn.

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News

Balancing Independence and Vulnerability of Older Adults - Part 3

Balancing Independence and Vulnerability of Older Adults - Part 2

Divorce and Estate Planning

Should I Sign New Estate Planning Documents When I Move to a New State?

ACTEC Comments on Proposed Regulations on Qualified Opportunity Funds under Code Section 1400Z-2

Supreme Court Rules in Trust Tax Case Following Amicus Brief Filed by The American College of Trust and Estate Counsel

ACTEC Recognizes 2019 Elected Regents

What is a Will and Why Do I Need One?

ACTEC recommendations for 2019-2020 Priority Guidance Plan (Notice 2019-30)

IRAs and IRA Beneficiaries