Top Tweets for #ACTEC
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management. #estateplanning #ACTEC
https://t.co/e2QDjtt7Zn
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs. #ACTEC #familyoffice #estateplanning
https://t.co/rSJxvrND2k
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals. #ACTEC #inclusion #diversity https://t.co/8OOT5ZHDwj
Agrocentro invita a transformar la productividad del campo en la primera Convención Tecnológica AC TEC 2026
https://t.co/OcpMibPZcO
#agrocentro #ACTEC #agricultura
@OpenBoxPR
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture) #ACTEC #EstatePlanning #neurodiversity https://t.co/t063cTX3JB
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of “normal,” redefining differences, and highlighting how every brain processes the world uniquely. #EstatePlanning #ACTEC #neurodiversity
https://t.co/52GQHv0buE
Bedell James, SVP & Managing Director, Corporate Development, and David Murray, Managing Director, Corporate Development, will be attending @ACTECNEWS #Ohio Fellows Meeting this week in Cincinnati! We're pleased to support #ACTEC as a sponsor. #EstatePlanning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning. #estateplanning #networth #ACTEC #WealthManagement
https://t.co/DMSWwDaxPK
Rebecca Halvorson, SVP & Managing Director, Corporate Development, and Bedell James, SVP & Managing Director, Corporate Development, will be attending @ACTECNEWS Southern Regional Meeting this week in New Orleans! We're pleased to support #ACTEC as a sponsor. #EstatePlanning
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. #trustfunding #estateplanning #actec https://t.co/dyyF1QRKMq
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors. #charitablegiving #disasterassistance #actec
https://t.co/DO5DfM7Rna
We are pleased to share that Venable's Jenna Reifler has been accepted into Class V of the Mid-Atlantic Fellows Institute.
Learn more here: https://t.co/zb9JJr8pQK
#TrustandEstateLaw #ACTEC
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows. #disaster #estateplanning #financialplanning #ACTEC
https://t.co/133kk4jcyS
Learn how #TrumpAccounts work, including eligibility, $1,000 government contributions, tax rules, and how they compare to 529 plans and UTMAs for saving for children. #ACTEC #estateplanning https://t.co/6CvqzyoVGT
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession. #lawfirms #estateplanning #actec #Mentorship https://t.co/ZC5lhvVl0N
Our team is having a great time representing Peak at the ACTEC 2026 Annual Meeting and connect with leaders across the trust and estate planning community.
Looking forward to more great sessions and conversations ahead.
#ACTEC #EstatePlanning #TrustAndEstates
Proud to sponsor and attend the ACTEC 2026 Annual Meeting. Looking forward to connecting with colleagues and building lasting relationships.
#ACTEC #EstatePlanning #ValuationExperts
Michelle Diamond, Chief Development Officer, and David Murray, Managing Director, Corporate Development, will be attending the @ACTECNEWS Annual Meeting this week in Tampa, Florida! We're pleased to support the #ACTEC community as a sponsor. #TrustsandEstates #EstatePlanning
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. #estateplanning #TrumpAccounts #ACTEC
https://t.co/9bADkodBbn
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning. #EstatePlanning #CommunityProperty #RetirementPlanning #ACTEC https://t.co/h0DK1Z6m53
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