April 17, 2018

ACTEC 2018 Annual Meeting Musings


Various seminars at the ACTEC 2018 Annual Meeting are summarized.

Topics include: Current developments, impact of changing family demographics, tax extensions with 9100 relief, moving trust situs, migrating clients, elder financial abuse, partnership audit rules, foreign assets, powers of appointment, pre-contest planning, electronic wills, burial rights, and crowdfunding...

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LEGACY PLANNING INSIGHTS

Heckerling Musings 2018 and Other Current Developments (April 2018)

June 2018

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Selected Highlights of 2017 Tax Act and Estate Planning Considerations

January 2018

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ACTEC 2017 Fall Meeting Musings (December 2017)

November 2017



Seminars at the ACTEC 2017 Fall Meeting are summarized. The summary includes various ethical matters (about engagement letters, privilege, and technology issues) and creditor planning issues.

Please click here for the summary of the meeting seminars.

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BESSEMER INSIGHTS

Goldilocks or the Three Bears — Quarterly Investment Perspective (December 2018)

December 2017

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How America Shops and Why It Matters — Quarterly Investment Perspective (October 2017)

October 2017

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Lessons from the Peak — Quarterly Investment Perspective (July 2017)

July 2017

In our latest Quarterly Investment Perspective, "Lessons from the Peak," Chief Investment Officer Rebecca Patterson explores the current economic expansion and elongated stock market rally with perspective from the 2008-2009 financial crisis — and the lessons learned that can help us anticipate risks and opportunities as we look ahead.

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Bridging the Active-Passive Divide — Quarterly Investment Perspective (April 2017)

April 2017

In this Quarterly Investment Perspective, "Bridging the Active-Passive Divide," Chief Investment Officer Rebecca Patterson provides timely information about our investment outlook and current strategies.

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