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.
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.


