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

Capitol Letter #59

ACTEC Fellow Ronald D. Aucutt shares the latest from the “General Explanations of the Administration’s Fiscal Year 2024 Revenue Proposals” (popularly called the “Greenbook”).

The ACTEC Foundation Announces Four New Directors

The ACTEC Foundation today announced that four ACTEC Fellows were elected to The Foundation’s Board of Directors on Friday, March 3, during ACTEC’s 2023 Annual Meeting, held in New Orleans, LA.

Relief for S Corporation Mishaps

Expert tax advice on the relief provided in IRS Revenue Rulings for S Corporation to address mistakes and mess-ups in tax filing or ownership restrictions.

ACTEC Elects Eight New Members to the Board of Regents

ACTEC today announced that eight new Regents were elected to its Board of Regents during the College’s Annual Business Meeting, held in New Orleans, Louisiana, on Friday, March 3, 2023

ACTEC Announces Kurt A. Sommer as New President

ACTEC today announced that Kurt A. Sommer will serve as the 2023-24 President. Sommer, the Managing Partner with Sommer Udall Law Firm, P.A. in Santa Fe, NM, succeeding 2022-2023 ACTEC President Robert W. Goldman of Goldman, Felcoski & Stone P.A. in Naples, FL.

The Importance of Treating Life Insurance as an Asset and Maximizing Value

Life insurance may be a client’s most valuable asset. Understand how to identify a policy’s value and sell it for other estate needs instead of letting it lapse.

Managing Guns in Your Estate

Estate planning experts explain the complexity of transferring firearms and guns in your will and offer tips regarding what to consider when bequeathing weapons.