The College is pleased to announce that 32 individuals were elected. This select group spans the US and includes six international Fellows representing Hamilton, Bermuda; Sao Paulo, Brazil; Milan, Italy; Zurich, Switzerland; and Tel Aviv, as well as one Academic Fellow.
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ACTEC today released “Getting Your Affairs in Order: Essential Legal Documents” an ACTEC Family Estate Planning Guide video providing relevant information about legal documents Americans should have in place for emergencies like COVID-19.
ACTEC today released a 100th podcast special episode underscoring the significance of its now weekly series, ACTEC Trust and Estate Talk, launched in 2018. ACTEC podcasts offer the expertise of Fellows who provide best practice advice, insights and commentary on subjects relevant to those in the wealth management profession.
ACTEC today announced that 12 new Regents were elected to its Board of Regents at the College’s Annual Business Meeting held Friday, March 6, 2020 in Boca Raton, Florida. ACTEC’s Board of Regents is the governing body of the College.
ACTEC today announced that 12 new Regents were elected to its Board of Regents at the College’s Annual Business Meeting held virtually Tuesday, March 2, 2021.
ACTEC today announced that Stephen R. Akers will serve as the College’s new President. Akers, Managing Director and Senior Fiduciary Counsel at Bessemer Trust in Dallas, Texas succeeds ACTEC Fellow John A. Terrill, II from West Conshohocken, Pennsylvania.
The ACTEC Board of Regents convened during the College’s Fall Meeting in Philadelphia, PA to consider nominations for a new class of Fellows. The College is pleased to announce that 42 individuals were elected. This select group spans the US and includes four international Fellows representing Toronto, Montreal, London and Tel Aviv.
The ACTEC Foundation is pleased to announce the fifth class of Dennis I. Belcher ACTEC Young Leaders.
The ACTEC Foundation today announced the 2019 winners of the Mary Moers Wenig Student Writing Competition. Five law students were selected among twelve entries received and reviewed by a panel of judges appointed by the Legal Education Committee of the College.
The United States Supreme Court today ruled in a unanimous opinion against North Carolina in a trust tax case. The American College of Trust and Estate Counsel (ACTEC) filed an influential amicus brief in March, The North Carolina Department of Revenue v. The Kimberly Rice Kaestner 1992 Family Trust. The Supreme Court decision determined that a trust beneficiary’s residence in a state does not establish a necessary connection for the state to tax the trust.