ACTEC Summaries ACTEC 2017 Annual Meeting Musings

Steve R. Akers

Mar 01, 2017
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Various seminars at the ACTEC 2017 Annual Meeting are summarized. Topics include: Current developments, end of life decisions, S corporations and C corporations, charitable bequests of retirement assets, audit best practices, common reporting standard and FATCA, community property in common law states, trusts in divorce, and structuring settlement agreements.

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This summary reflects the views of Bessemer Trust and is for your general information. The discussion of any estate planning alternatives and other observations herein are not intended as legal or tax advice and do not take into account the particular estate planning objectives, financial situation or needs of individual clients. This summary is based upon information obtained from various sources that Bessemer believes to be reliable, but Bessemer makes no representation or warranty with respect to the accuracy or completeness of such information. Views expressed herein are current opinions only as of the date indicated, and are subject to change without notice. Forecasts may not be realized due to a variety of factors, including changes in law, regulation, interest rates, and inflation.