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ACTEC Summaries

ACTEC 2021 Annual Meeting Musings

We are pleased to share our insights with our professional partners, including Heckerling and ACTEC meeting summaries, timely commentary on policymaking, and insights on a range of court cases.

Case Summaries
Jun 1, 2021
Washington Update (With Selected Cases)
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Case Summaries
Jun 1, 2021
Washington Update (June 1, 2021)
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Case Summaries
Jun 1, 2021
Estate Tax Changes Past, Present, and Future (June 1, 2021 )
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Current Developments
May 13, 2021
Estate Planning Current Developments and Hot Topics (May 2021)
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ACTEC Summaries
May 10, 2021
ACTEC 2021 Annual Meeting Musings
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Case Summaries
Apr 21, 2021
Transfer Planning in 2021, Including Transfers in Anticipation of Possible Retroactive Transfer Tax Legislation
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Current Developments
Apr 16, 2021
Legislative Update: Biden Administration Priorities, Senator Sanders’ Proposals, and Deemed Sales upon Gifts and at Death (April 2021)
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ACTEC Summaries
Mar 9, 2021
ACTEC 2020 Fall Meeting Musings
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Case Summaries
Feb 24, 2021
Estate of Warne v. Commissioner, T.C. Memo. 2021-17 – Valuation of Majority Interests in LLCs Owning Real Estate
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Current Developments
Jan 19, 2021
Estate Planning Current Developments and Hot Topics (December 2020)
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