Steve Akers ACTEC 2017 Summer Meeting Notes

Steve Akers has summarized the seminars at the ACTEC 2017 Summer Meeting.  The summary includes information about “the life cycle of a charity” and the impact of religious, cultural and international variables in estate planning.

The abstract is as follows:

The 2017 ACTEC Summer Meeting was held in Seattle, Washington, on June 14-17, 2017. A summary of observations from the seminars at the meeting is available on the link below.

The meeting included one day of seminars addressing the “life cycle of a charity.”

In addition, the program included three panels discussing the impact of cultural variables on estate planning, including:

• Religious considerations (focusing particularly on planning implications for Christian, Jewish, and Muslim clients);
• Cultural competency in healthcare decisions (the summary includes interesting practical tips for working with non-English speaking clients); and
• International variables.

For the summary of the meeting seminars, view the Printer Friendly PDF. Bessemer Trust –

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.

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