2021 Fall Newsletter
President’s Message
I am pleased to introduce to you the 7th Class of Dennis I. Belcher Young Leaders. This year’s class includes four outstanding individuals: Brian Balduzzi of Philadelphia, PA; Caitlin Horne of Charlotte, NC; René Morency of Clayton, MO; and Melisa Seyhun of Chicago, IL. The Young Leaders program builds on ABA RPTE’s two-year Young Fellows Program to provide an additional two years of financial support for a diverse group of trust and estate attorneys. >> Continue reading.
In This Issue
- President’s Message
- Success of ACTEC Foundation Funding Series
- Tulane/ACTEC Symposium on Conflict of Laws in Trusts and Estates
- In Memoriam Contributions
- Thank you to 2021 Foundation Donors
Latest ACTEC Trust and Estate Talk Podcasts
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of “normal,” redefining differences, and highlighting how every brain processes the world uniquely.
Private Trust Company Design Considerations for Family Wealth Planning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.


