2022 Annual Meeting Newsletter
President’s Message
I hope this message finds all of you in good health and looking forward to a wonderful year. Despite the challenges of the last two years, I am happy to report to you that The ACTEC Foundation continues supporting projects in the trust and estate field that make us all better practitioners, thanks to your generous donations. Our work would not be possible without your help. >> Continue reading.
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Latest ACTEC Trust and Estate Talk Podcasts
A Trustee’s Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.
Taxation of Foreign Non-Grantor Trusts
Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance.
