ACTEC Foundation 2023 Annual Meeting Newsletter
President’s Message
This is it – my last message as the President of The ACTEC Foundation. These three years have been interesting to say the least – my first few meetings as ACTEC Foundation President were conducted virtually. In fact, all of The Foundation’s business was conducted virtually during the pandemic, a shift in culture felt throughout the world. The Foundation learned, as we all did, to exist as a virtual organization. It’s only now, in my last year, that we’ve been able to meet and conduct The Foundation’s business in person. >> Continue reading.
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Providing Charitable Assistance to Survivors of a Disaster
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.
Disaster Preparedness for Trust and Estate Planning
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
Hiring the Next Generation of Trust and Estate Attorneys
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession.
