Symposium Grant for “Wealth Transfer Law in Comparative and International Perspective”
The ATCEC Foundation was proud to support the Symposium “Wealth Transfer Law in Comparative and International Perspective” through a grant of $20,000. The Symposium was held at The University of Iowa College of Law on September 8, 2017. There were three panel discussions as well as a keynote address. The first panel featured papers by Professors Naomi Cahn of George Washington University, David Horton of the University of California at Davis, Jeffrey Schoenblum of Vanderbilt University, E. Gary Spitko of Santa Clara University, and Mariusz Zalucki of AFM Krakow University and the University of Rzeszów on the subject of “Comparative and International Perspectives on Succession.” The second panel featured papers by co-authors Professors Richard Kaplan of the University of Illinois and Adam Hofri-Winogradow of the Hebrew University of Jerusalem, Paul Miller of the University of Notre Dame, S.I. Strong of the University of Missouri, Jamie Glister currently of the University of Sydney and soon moving to the University of Cambridge, and Jaume Tarabal of the University of Barcelona on the subject of “Comparative and International Perspectives on Trusts and Other Will Substitutes.” The third panel featured papers by Professors Yun-Chien Chang of the Academia Sinica in Taipei, James Fisher of the University of Tokyo, Rebecca Lee of the University of Hong Kong, Masayuki Tamaruya of Rikkyo University, and Hang Wu Tang of Singapore Management University on the subject of “Comparative and International Perspectives from Asia.” The panels were followed by a keynote address delivered by Professor Lionel Smith of McGill University on the topic “Give the People What They Want?: The Onshoring of the Offshore.”
The ACTEC Foundation has supported a series of academic symposia, typically once every two years, on topics within the field of trusts and estates at law schools across the country, including at the University of Michigan (2011), Vanderbilt University (2013), and Boston College (2015). The most recent Symposium, “Empirical Analysis of Wealth Transfer Law,” was held at UC Davis on October 11, 2019.
Latest ACTEC Trust and Estate Talk Podcasts
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of “normal,” redefining differences, and highlighting how every brain processes the world uniquely.
Private Trust Company Design Considerations for Family Wealth Planning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.


