Some of my observations from the 2016 ACTEC Summer Meeting Seminars in Boston, Massachusetts on June 16-18, 2016 are summarized below. (At the request of ACTEC, the summary does not include any discussions at Committee meetings.) This summary does not contain all of the excellent information from the seminars, but merely selected issues. The summary is based on the presentations at the seminars, but the specific speakers making particular comments typically are not identified. Items 1-32 come from the “Stand Alone” program titled “Boot Camp on Fiduciary Income Tax.” Items 33-69 come from a seminar titled—“The Hats ACTEC Fellows Now Wear and May Wear in the Future.”
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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.
