by L. Henry Gissel, Jr., ACTEC Foundation President
I am honored to assume my role as the new President of the ACTEC Foundation. First, I would like to thank Martin Hall for his three years of service as President of the Foundation. It is our hope to build on and expand what was accomplished during his tenure. The work of the ACTEC Foundation is guided by its mission: to promote scholarship and education in trust, estate, tax, and related areas of the law by supporting scholarship to improve the law and by encouraging teaching, careers and life-long learning in the area; and civic engagement of individual Fellows of the American College of Trust and Estate Counsel through programs and activities which serve the general community, including those who are at risk and underserved. During my tenure as the ACTEC Foundation’s President, I look forward to honoring the mission of the Foundation.
ACTEC Foundation Announces 2017 Class of Young Leader Scholarships
Oregon School of Law student Shawn Walker wins ACTEC’s Mary Moers Wenig Legal Essay Competition for his paper “Over My Dead Body: Preventing and Resolving Disputes Regarding the Disposition of the Dead.”
2017 Fall Meeting Bike Ride Fundraiser
MARY MOERS WENIG STUDENT WRITING COMPETITIONSubmissions for the 2017 Mary Moers Wenig Student Writing Competition recently closed on June 15, 2017. Law students were invited to submit original, unpublished papers examining a broad range of topics in the trust and estates and related taxation areas. Please see the official rules for the competition. 2017 MARY MOERS WENIG STUDENT WRITING COMPETITION WINNERS
- FIRST PLACE WINNER:
SHAWN IRWIN WALKER, “Over My Dead Body: Preventing and Resolving Disputes Regarding the Disposition of the Dead” (University of Oregon School of Law)
- SECOND PLACE WINNER:
JADRIAN MICHAEL COPPIETERS, “The Omitted Spouse: New Estate Planning Techniques for Jewish Clients” (Georgetown University Law Center)
- HONORABLE MENTIONS:
ANGELA BOWEN, “You Can Have the Car, Just Not the DAPT: Domestic Asset Protection Trusts and the Distribution of Property Upon Divorce” (Brigham Young University – J. Reuben Clark Law School)
NATHAN KIYAM, “Estate Taxes and Disclaimers Involving Charities” (University of San Diego School of Law)
DANIELLE SCHIFFMAN, “Trustee Delegation of Investment Management Duties and the Varying Effects on Beneficiaries” (University of Florida Levin College of Law)
ACTEC Family Estate Planning Guide
The ACTEC Foundation is proud to sponsor the video series “ACTEC Family Estate Planning Guide”
The American College of Trust and Estate Counsel (ACTEC) & the ACTEC Foundation, recently launched the first two in a series of YouTube videos briefs created to offer people insight into the fundamentals of wills and trusts essential to protecting the financial interests of families.
The videos feature 10-minute talks presented by ACTEC Fellows who speak to a live audience highlighting common questions and worse case scenarios that illustrate the value of preparing an estate plan customized to the needs of a family. The speakers offer insights targeted to help families plan and protect their assets and personal well-being and explain terms to help viewers engage in an informed discussion with their lawyer or advisor.
The Boston College Law Review / ACTEC Symposium
Issue now available On Line
ACTEC Foundation was proud to support the Lloyd Leva Plaine Distinguished Lecture Series Presentation by Jeffrey Toobin. Summary prepared by ACTEC Fellow Steve R. Akers.