ACTEC Foundation 2025 Annual Meeting Newsletter
President’s Message
Welcome to spring and the season of new beginnings and rejuvenation! I hope this season brings with it the rebirth of hope and joy, even as we keep in our hearts and minds those who could use some more light in their lives.
As we prepare for the Foundation Board of Directors meeting, we look forward to engaging in further discussions about our purpose and especially our mission. >>Click on a button below to read more.
In This Issue
- President’s Message
- Recent Foundation-Funded Programs and Initiatives
- Lloyd Leva Plaine Distinguished Lecture Series
- Mary Moers Wenig Student Writing Competition
- Dennis I. Belcher Young Leaders
- Thank you to Foundation Donors & In Memoriam Contributions
Latest ACTEC Trust and Estate Talk Podcasts
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.
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
Estate Planning Considerations in Community Property States Relating to Retirement Accounts
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.





