The ACTEC Foundation 2026 Summer Meeting Newsletter
President’s Message
I am very excited to share my first message as President of the ACTEC Foundation. As I step into this role, I truly thank all the Foundation’s donors who make our work possible! >>Click on a button below to read more.
In This Issue
- President’s Message
- The ACTEC Foundation Expands Timely Announcements
- The ACTEC Foundation 2026 Spring Fundraiser: Home Run Derby Success!
- 2026 Mary Moers Wenig Student Writing Competition Update
- Heart of America Fellows Institute (HOAFI) Graduates Support The Foundation
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.


