Top Tweets for #ACTECfellow
A trust and estate professor reviews the history and successes of the @uniformlaws, some of the Uniform Trust Code acts and it future. #ULC #estateplanning #ACTEC #ACTECFELLOW
https://t.co/HMpaVL184n
ACTEC thanks The ACTEC Foundation for supporting estate planning initiatives and programs.
https://t.co/B1ns6XdYMx
#ACTEC #ACTECfellow #GivingTuesday2024
Strategies for limited partnerships and S corporations to minimize self-employment tax and net investment income tax following a 2023 tax court decision. #selfemployment #tax #ACTEC #ACTECFellow #Wealth
https://t.co/KzBgCsa8Zu
A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records. #EstatePlanning #Fiduciary #ACTEC #ACTECFellow
https://t.co/kUxWtZin3C
An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning strategies. #EstatePlanning #ACTEC #ACTECFellow
https://t.co/b9NZWXWyKY
An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and clients. #noncompete #noncompeteagreement #estateplanning #ACTEC #ACTECFellow https://t.co/Sy8NrMdh6Y
Practical information for professionals explaining the connection between the COVID Public Health Emergency Declaration, Medicaid, and Special Needs Trusts. #medicaid #actec #actecfellow #estateplanning #specialneedstrusts
https://t.co/R0wWvLanJZ
Estate planners discuss strategies and offer tips regarding the sunset of the TCJA exemptions at the end of 2025, highlighting flexible trusts, spousal trusts, and valuation clauses. #TaxCutsandJobsAct #estateplanning #ACTEC #ACTECFellow #trustsandestates https://t.co/ftCDd8pJyn
Law professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings. #estateplanning #ACTEC #ACTECFELLOW https://t.co/05dCklBwMg
An overview of the Opportunity Zones Transparency Extension and Improvement Act, bipartisan legislation (HR 5761) in the U.S. House of Representatives. #EstatePlanning #OpportunityZone #ACTEC #ACTECFellow
https://t.co/BmrAXIwonK
The American College of Trust and Estate Counsel is pleased to announce the election of Theo Kypreos to the College.
#ACTEC #ACTECFellow #estateplanning
An estate planning attorney discusses the recent Eighth Court decision in Connelly v. US, regarding a corporate buy-sell agreement, valuation of life insurance proceeds, Section 2703, and more. #estateplanning #wealthmanagement #actec #actecfellow
https://t.co/ulIrB1GPeh
T&E practitioners are introducing Well-Being theory into estate planning by encouraging clients to add Well-Being provisions into the drafting process. #Wellbeing #EstatePlanning #ACTEC #ACTECFellow https://t.co/2N6JMaThPC
Experts in estate planning explain why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries' future in this video. #EstatePlanning #ACTEC #ACTECFellow https://t.co/9WSGOOLzxX
An estate lawyer offers eight questions to ask clients about trust assets to see what is vulnerable in divorce in Part 1 of 3 of this topic. #ACTEC #ACTECFellow #EstatePlanning https://t.co/cFQtnQtmeo
What happens to charities upon the death of a founder, or is deemed a risk by those in control? Estate planners share tips for winding down charitable entities. #ACTEC #ACTECFellow #estateplanning https://t.co/KMfwI4Rcjp
Understand what’s involved in the role of a property or financial Power of Attorney (POA), what’s entailed, and what questions you should ask yourself. #EstatePlanning #powerofattorney #ACTEC #ACTECFellow https://t.co/Wp4KK0aKWG
Uniform Directed Trust Act in action. A review of the act enacted in 16 states, the latest on directed trusts from the perspective of trustee, planner, and litigator. #estateplanning #ACTEC #ACTECFellow https://t.co/HKuz9mBrw0
A legal expert in QSBS, Qualified Small Business Stock, explains the planning opportunities, what advisors need to know, redemption, and adding it to an estate. #qsbs #EstatePlanning #ACTEC #ACTECFellow https://t.co/gYRo6EFOY3
Attorneys explain the responsibilities and risks of being a trustee of a trust, a role that involves significant legal and ethical obligations. #EstatePlanning #trustee #ACTEC #ACTECFellow https://t.co/Q95uVM7ghu
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