John A. Terrill, II is the New President of ACTEC

ACTEC announces John A. (“Jack”) Terrill, II is to serve as the 2019-2020 President. The Board of Regents of the College inaugurated the 2019-2020 officers during its Annual Meeting in La Quinta, California. Terrill, a partner at Heckscher, Teillon, Terrill & Sager, P.C. in West Conshohocken, Pennsylvania succeeded ACTEC Fellow Charles D. “Skip” Fox, IV.

ACTEC Files Amicus Brief with Supreme Court

An amicus brief in The North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust was filed on March 1, 2019, with the Supreme Court by ACTEC. This is an important case dealing with the ability of a state to tax the income of an irrevocable nongrantor trust.

First Quarter 2019

  • Various 2019 Guidance Regarding Code § 199A, Including Multiple Trust Rules
  • Guidance re Real Estate under Code § 199A
  • Life Insurance: Transfer for Value Rules; Special Rule re Corporate Split-Dollar
  • Blog Posts & Upcoming Events
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