ACTEC is pleased to welcome 55 new Fellows elected during the 2026 Fall Meeting! These distinguished trust and estate professionals have been recognized by their peers for their exceptional professional accomplishments. #ACTEC
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Explore how family offices use profits interests, the Lender decision, and Sections 162 and 212 to structure compensation and address tax deductibility. #WealthManagement#EstatePlanning#ACTEC
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Explore tax planning strategies for QTIP trust assets, including Section 2519, the Anenbergand McDougalldecisions, and valuation discounts. #EstatePlanning#QTIP#ACTEC https://t.co/qYHRvgHGAA
Learn how buy-sell agreements can support business succession planning, including valuation, life insurance funding, estate tax considerations, and key tax risks for business owners. #EstatePlanning#BusinessSuccession#BuySellAgreement#BusinessOwners https://t.co/8lBSmWQWRT
Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role.
#ACTEC#EstatePlanning#WealthManagement#Trustee
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Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples. #estateplanning#wealthplanning#ACTEC https://t.co/wJ41A6noeu
Learn what to consider before moving to a retirement community, including levels of care, costs, contracts, power of attorney, and potential legal red flags.
#RetirementPlanning#FinancialPlanning#ACTEC
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Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes. #EstatePlanning#EstateTax#Trusts#Trustees#Fiduciary#TaxLaw #ACTEChttps://actecfoundation.org/podcasts/executor-liability-estate-taxes/
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions. #estateplanning#ACTEC#irs#expats
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Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration. #EstatePlanning#TrustAdministration#BypassTrust#ACTEC https://t.co/Z3u8WRigta
Learn the differences between wills and trusts, how probate works, and why revocable trusts, powers of attorney, and healthcare directives matter. #EstatePlanning#ACTEC#probate#willandtrust https://t.co/xuNM2JTtmL
Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls. #estateplanning#actec
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Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality. #ArtificialIntelligence#LegalTech https://t.co/zc2mIMyzTC
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration. #DirectedTrusts#TrustAdministration#ACTEC
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Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management. #estateplanning#ACTEC
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Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families. #familyoffice#estateplanning#trust#wealthmanagement
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