ACTEC Foundation 2024 Annual Meeting Newsletter
President’s Message
At this 2024 Annual Meeting, The ACTEC Foundation’s Board of Directors will continue to focus on the purpose and goals of The ACTEC Foundation, reviewing The Foundation’s mission statement and Bylaws to ensure that our governing statement and documents best express the purposes for which our Foundation was formed and continues to exist. The Grant Committee and the Planning and Governance Committee have held several joint meetings since the Board’s last meeting in October, and I look forward to continued progress as purposeful discussion continues in Phoenix. Both Committees, as well as the full Board, are committed to forging a path for The Foundation to have the most impactful effect on the future of the trust and estate practice. >> Click on a button below to read more.
Latest ACTEC Trust and Estate Talk Podcasts
Estate Planning for Art Collections: What Trustees and Fiduciaries Need to Know
Learn how estate planners and fiduciaries can protect and manage art collections, address authenticity and ownership risks, and navigate inheritance, museum donations, and sales.
Funding Family Offices through Profits Interests
Explore how family offices use profits interests, the Lender decision, and Sections 162 and 212 to structure compensation and address tax deductibility.
Tax Planning with QTIP Trust Assets
Explore tax planning strategies for QTIP trust assets, including Section 2519, the Anenberg and McDougall decisions, and valuation discounts.


