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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

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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.

John A. Terrill, II is the new President of ACTEC

The American College of Trust and Estate Counsel (ACTEC) is proud to announce that John A. (“Jack”) Terrill, II became President. The official “Passing of the Gavel” ceremony took place Saturday, March 23, 2019, at ACTEC’s Annual Meeting in La Quinta, California. Terrill, a partner at Heckscher, Teillon, Terrill & Sager, P.C. in West Conshohocken, Pennsylvania succeeded ACTEC Fellow Charles D. “Skip” Fox, IV from Charlottesville, Virginia.

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IRAs and IRA Beneficiaries

Florida Fellows Institute Recognizes Class IV Graduates

Understanding Power of Attorney

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

New video: How Does a Revocable Trust Avoid Probate?

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

John A. Terrill, II is the new President of ACTEC

What is Joint Tenancy and When Should I Use It?

ACTEC Resubmission Personal Holding Company Guidance from 2010

Amicus Brief filed with Supreme Court