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.
Latest ACTEC Trust and Estate Talk Podcasts
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Estate tax apportionment isn’t always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality.
Planning With Directed Trusts
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.


