2020 Annual Meeting Newsletter
President’s Message
It is with both sadness and pride that I pen my last message as President of The ACTEC Foundation. The last three years have been a wonderful challenge of raising awareness about the work of The ACTEC Foundation, raising money to support that work, and awarding grants to worthy recipients in the Trust and Estate field. Working with the Foundation’s very talented Board and extraordinary staff has been a joy. >> Continue reading.
Inside this issue:
- Biking for The ACTEC Foundation
- Spotlight on Grant Recipient, Danaya Wright
- Lloyd Leva Plaine Distinguished Lecture by Michael Greenwald
- Mary Moers Wenig Writing Contest
- 2019 ACTEC Foundation Doners
- How to Contribute
Latest ACTEC Trust and Estate Talk Podcasts
A Trustee’s Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.
Taxation of Foreign Non-Grantor Trusts
Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance.




