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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.
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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.
- Pass-Through Entities Held by Trusts
- Formula Transfers for Estate Planning
- Business Gifts When Selling a Business
- Blog Posts & Upcoming Events
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