{"id":6481,"date":"2023-08-19T03:31:39","date_gmt":"2023-08-19T07:31:39","guid":{"rendered":"https:\/\/www.actec.org\/?page_id=6481"},"modified":"2023-08-19T03:31:40","modified_gmt":"2023-08-19T07:31:40","slug":"practice-materials-archive","status":"publish","type":"page","link":"https:\/\/www.actec.org\/practice-materials-archive\/","title":{"rendered":"Practice (Materials Archive)"},"content":{"rendered":"\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"has-text-align-center\"><strong>Committee Projects &amp; Resources Archive<\/strong><\/p>\n\n\n\n<p>Committee Roundtable Presentations&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A07_Harrison_Billing_Protocol_1.pdf\">Billing Protocol: Part One<\/a>&nbsp;&#8211; Louis S. Harrison &#8211; Annual Meeting 2007<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/Incentive_Trusts.pdf\">Incentive Trusts<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/2002_Checklist_for_Transfer_of_Property_to_Revocable_Trust.pdf\">Checklist for Transfer of Property to Revocable Trust<\/a>&nbsp;&#8211; 8\/15\/02<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/ABA_Formal_Ethics_Opinion_99-413.pdf\">ABA Formal Ethics Opinion 99-413 Confidentiality of Unencrypted E-Mail<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/PURE_and_SHAM_TRUST_Web_Sites.pdf\">PURE and SHAM TRUST<\/a>&nbsp;Web Sites<\/li>\n<\/ul>\n\n\n\n<p>Fiduciary Matters<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F07_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Fall 2007<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A07_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Annual 2007<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S06_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Summer 2006<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A06_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2006<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F05_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S05_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A05_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F04_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S04_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S03_Fiduciary_Matters_Subcom_Project_List.pdf\">Fiduciary Matters Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2003<\/li>\n<\/ul>\n\n\n\n<p>Hot Tips<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/2002_Hot_Tips-August.pdf\">Hot Tips<\/a>&nbsp;&#8211; August 2002<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/2002_Hot_Tips-July.pdf\">Hot Tips<\/a>&nbsp;&#8211; July 2002<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/2002_Hot_Tips-April.pdf\">Hot Tips &#8211; April 2002<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/2002_Hot_Tips-March.pdf\">Hot Tips &#8211; March 2002<\/a><\/li>\n<\/ul>\n\n\n\n<p>Managing Family Assets<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A07_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2007<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S06_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2006<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A06_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2006<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F05_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S05_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A05_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F04_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S04_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S03_Managing_Family_Assets__Project_List.pdf\">Managing Family Assets Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2003<\/li>\n<\/ul>\n\n\n\n<p>Multi-Jurisdictional Issues<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F07_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2007<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S07_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2007<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A07_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2007<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S06_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2006<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A06_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2006<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F05_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S05_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A05_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F04_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S04_Memorandum_Multi-Jurisdictional_Issues_Project_List.pdf\">Memorandum to the ACTEC Practice Committee<\/a>&nbsp;\u2013 From the Subcommittee on Multi-Jurisdictional Issues and Special Projects<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S04_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Project Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S03_Multi-Jurisdictional_Issues_Project_List.pdf\">Multi-Jurisdictional Issues and Special Projects Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2003<\/li>\n<\/ul>\n\n\n\n<p>Practice Development<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F05_Practice_Development_Project_List.pdf\">Practice Development Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S05_Practice_Development_Project_List.pdf\">Practice Development Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S05_Practice_Development_Project_List.pdf\">Practice Development Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A05_Practice_Development_Project_List.pdf\">Practice Development Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F04_Practice_Development_Project_List.pdf\">Practice Development Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S04_Practice_Development_Project_List.pdf\">Practice Development Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S03_Practice_Development_Project_List.pdf\">Practice Development Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2003<\/li>\n<\/ul>\n\n\n\n<p>Practice Management and Development<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A07_Practice_Management_Subcom_Project_List.pdf\">Practice Management and Development Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2007<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F06_Practice_Management_Subcom_Project_List.pdf\">Practice Management and Development Subcommittee Project List<\/a>&nbsp;&#8211; Fall 2006<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S06_Practice_Management_Subcom_Project_List.pdf\">Practice Management and Development Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2006<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A06_Practice_Management_Subcom_Project_List.pdf\">Practice Management and Development Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2006<\/li>\n<\/ul>\n\n\n\n<p>Practice Management\/Small Office<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F05_Prac_Man-Small_Off_Subcom_Project_List.pdf\">Practice Management\/Small Office Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S05_Prac_Man-Small_Off_Subcom_Project_List.pdf\">Practice Management\/Small Office Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/A05_Prac_Man-Small_Off_Subcom_Project_List.pdf\">Practice Management\/Small Office Subcommittee Project List<\/a>&nbsp;&#8211; Annual Meeting 2005<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/F04_Prac_Man-Small_Off_Subcom_Project_List.pdf\">Practice Management\/Small Office Subcommittee Project List<\/a>&nbsp;&#8211; Fall Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S04_Prac_Man-Small_Off_Subcom_Project_List.pdf\">Practice Management\/Small Office Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2004<\/li>\n\n\n\n<li><a href=\"https:\/\/www.actec.org\/wp-content\/uploads\/_pda\/2023\/08\/S03_Prac_Man-Small_Off_Subcom_Project_List.pdf\">Practice Management\/Small Office Subcommittee Project List<\/a>&nbsp;&#8211; Summer Meeting 2003<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\"><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Committee Projects &amp; Resources Archive Committee Roundtable Presentations&nbsp; Fiduciary Matters Hot Tips Managing Family Assets Multi-Jurisdictional Issues Practice Development Practice Management and Development Practice Management\/Small Office<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_tec_requires_first_save":true,"_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyCode":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":[],"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueState":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":"","_VenueShowMap":false,"_VenueShowMapLink":false,"_tribe_blocks_recurrence_rules":"","_tribe_blocks_recurrence_description":"","_tribe_blocks_recurrence_exclusions":"","footnotes":""},"class_list":["post-6481","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.1 (Yoast SEO v24.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Practice (Materials Archive)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.actec.org\/practice-materials-archive\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Practice (Materials Archive)\" \/>\n<meta property=\"og:description\" content=\"Committee Projects &amp; 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