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

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.

What is a Will and Why Do I Need One?

Experts in estate planning answer questions families often ask about Wills, associated documents, beneficiaries and e-wills.

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

ACTEC is pleased to submit recommendations pursuant to Notice 2019-30, which invites recommendations for items that should be included on the 2019-2020 Priority Guidance Plan.

IRAs and IRA Beneficiaries

IRA beneficiary designations can be confusing. Learn the essentials of IRAs and naming IRA beneficiaries from trust and estate experts.

Florida Fellows Institute Recognizes Class IV Graduates

FORT MYERS, Fla. (April 24, 2019) – The Florida Fellows Institute of The American College of Trust and Estate Counsel, ACTEC, recently recognized 29 graduates of the program’s fourth class.

Understanding Power of Attorney

ACTEC Fellow Bernie Krooks explains in this video presentation for families why a Power of Attorney, POA, is the most important estate planning document you can sign. Learn the answers to critical questions such as: How can I make sure my family receives my asset after death? Can I download a POA from the Internet? Is a Power of Attorney revocable? and much more.

CFCs, PFICs and Specified Foreign Corporations after Tax Reform: What Every Estate Planner Needs to Know

By Ellen K. Harrison, McDermott Will & Emery and Paul S. Lee, The Northern Trust Company

Download Document

New video: How Does a Revocable Trust Avoid Probate?

ACTEC Fellows Stacy Singer and Jonathan Michael discuss in layman’s terms the ins and outs of a revocable trust and its role in managing assets and avoiding probate.

The American College of Trust and Estate Counsel (ACTEC) Elects 40 New Fellows to the College

Apr 10, 2019 02:11 PM

The Board of Regents of The American College of Trust and Estate Counsel (ACTEC) met March 24 at the 2019 Annual Meeting in La Quinta, CA to review nominations for a new class of Fellows. We are proud to announce that 40 individuals have been peer-elected to the College. This group of new Fellows spans the US, including three Fiduciary Counsel Fellows, as well as five International Fellows representing Belgium, Canada, China, and Italy.