Giving Tuesday 2024
The ACTEC Foundation plays a vital role in advancing trust and estate programs, enhancing public understanding of estate planning, and empowering the next generation of T&E professionals. Financial contributions are essential to sustaining the impactful programs supported by The Foundation, such as the ACTEC Trust and Estate Talk podcasts and the Mary Moers Wenig Student Writing Competition, as well as providing free resources for Fellows, including SSRN’s Wills, Trusts & Estates Law eJournal.
Take a few moments to listen to ACTEC Foundation President John T. Rogers, Jr.’s Giving Tuesday Message and make a donation today!
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
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.