Current Developments in Estate and Tax Planning 2023
Faculty: ACTEC Fellows Farhad Aghdami, Nicole Pearl, Melissa Willms
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Uniform Conflict of Laws in Trusts and Estates Act: Whats New and What’s Next
Faculty: ACTEC Fellows Turney P. Berry, Jane Gorham Ditelberg, Ronald Scalise, Jr., Robert H. Sitkoff
Preparing a Federal Estate Tax Return: 13 Things You Need to Know
Faculty: ACTEC Fellow: George D. Karibjanian
Preventing Estate Litigation: Planning Techniques That Work – Or Do They? (Replay)
Faculty: ACTEC Fellows Christine Socha Czapek, Shane Kelley and Charles A. (“Clary”) Redd
Special Valuation Rules in Estate Planning:Chapter 14 Issues and Applications
Faculty - ACTEC Fellows: N. Todd Angkatavanich, Amy Heller, Kevin Matz, Adam Sherman
Engagement Letters for Estate Planners
ACTEC Fellow Anne M. McKinney
The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond
ACTEC Fellow Beth Shapiro Kaufman
Corporate Transparency ACT (CTA)
The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, requires certain business entities to report identifying information to FinCEN, including that of any beneficial owners – those who either hold at least at 25% ownership interest or who exercise substantial control over the reporting company.
Corporate Transparency ACT (CTA) – Replay
The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, requires certain business entities to report identifying information to FinCEN, including that of any beneficial owners – those who either hold at least at 25% ownership interest or who exercise substantial control over the reporting company.
The Generation-Skipping Transfer Tax Exemption: Proper Allocation Techniques and Avoiding Common Errors (Replay)
ACTEC Fellow Beth Shapiro Kaufman
Modifying and Reforming Trusts in Estate Planning
Faculty - ACTEC Fellow Bradley D. Terebelo
Avoiding Common Ethical Traps in Estate Planning
Faculty - ACTEC Fellows Maribeth G. Berlin, Lauren J. Wolven