ACTEC Foundation 2023 Summer Newsletter
President’s Message
It is a great honor to have been elected President of The ACTEC Foundation, and I am delighted to present my first President’s Message. I follow two extraordinary Presidents, Jeff Thede, who over his three years moved The Foundation to what he fondly calls “Foundation 3.0,” and Henry Gissel, whose memory we gladly and gratefully honored at the 2023 Annual Meeting with the first-ever L. Henry Gissel, Jr. Spirit of ACTEC Lecture. (Thanks again to Judy McCue for her wonderful presentation!) I look forward to building on the work of both of these leaders as The Foundation continues its great work in supporting the trusts and estates community. >> Continue reading.
Latest ACTEC Trust and Estate Talk Podcasts
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.
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.


