ACTEC Summaries ACTEC 2020 Summer Meeting Musings

Steve R. Akers

Oct 20, 2020
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Various seminars at the ACTEC 2020 Summer Meeting are summarized.  Topics include:  (1) Trusts as beneficiaries of retirement plans and IRAs under the SECURE Act; (2)Impact of the pandemic on estate planning practices now and in the future; (3) Charities in crisis (including expanded access to donor-restricted funds); and (4) Estate planning and transfer planning issues in a pandemic.

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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.

Senior Fiduciary Counsel
Steve serves as Chair of the firm’s Estate Planning Committee and works closely with clients in the Southwest Region regarding their estate and trust planning issues.