Learn the do’s and don’ts of paying another person’s tuition or medical bills and avoiding gift tax rules.
ACTEC Trust and Estate Talk reached a podcast series milestone of 200,000 downloads today.
An overview of ACTEC’s recommendations to revise IRC Section 6166, which hasn’t been updated in 40 years.
A presentation regarding wealth disparity as a result of slavery in the US, the history of reparations and a possible solution to the wealth gap.
An overview of the Organization for Economic Co-operation and Development, OECD, report and debate on inheritance tax.
On July 23, 2021, ACTEC submitted a request that Treasury issue proposed regulations as soon as possible to clarify the requirements of the SECURE Act so that beneficiaries of 2020 decedents are able to comply with those requirements prior to impending deadlines.
Co-chair of the ULC’s Cohabitants Economic Remedies Act Committee explains the importance of having laws concerning unmarried cohabitants.
A discussion of what consumers need to know about using do-it-yourself estate planning documents and DIY wills.
An overview of Self-Settled Spendthrift Trust statutes of limitations and review of Wyoming’s legislation, House Bill 64.
The video considers existing biases regarding race and gender and how discrimination can be mitigated to ensure diversity and inclusion in the American legal system.