A Message From ACTEC Foundation President Lora G. Davis
On March 12, 2026, Lora G. Davis was elected President of the ACTEC Foundation for a three-year term ending in 2029.
In this brief video message, Lora shares her vision for the ACTEC Foundation and her passion for advancing its mission of educating the public, supporting charitable initiatives, and strengthening the trust and estate profession. She discusses the impact of the ACTEC Foundation’s programs and resources, and how the generosity of donors and volunteers makes this important work possible.
We invite you to watch and learn more about the ACTEC Foundation’s mission, the lives touched, and the opportunities ahead as we continue to expand access to trusted T&E educational resources and meaningful charitable projects.
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.

