The ACTEC Foundation 2026 Annual Meeting
President’s Message
My three-year term as President of The ACTEC Foundation is coming to an end. It has been an amazing and very fulfilling experience, and I am honored and deeply grateful for having been given this opportunity. As I look back at some of our accomplishments, I take pride in having worked with a great team of volunteers – and of course our wonderful ACTEC staff – whose contributions have made these successes seem effortless. >>Click on a button below to read more.
In This Issue
- President’s Message
- Celebrating T&E Programs Made Possible by The ACTEC Foundation
- 2026 Mary Moers Wenig Student Writing Competition Deadline
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
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.
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.