2020 Summer Newsletter
President’s Message
Jeff Thede is proud to share his first newsletter as President of The ACTEC Foundation. Please make sure you check out his first Message from the President, as well as updates on Donors to the Foundation. Generous donors to The ATCEC Foundation from January 1 through May 5, 2020 are listed. If you’d like to see your name in the Fall 2020 newsletter, why not support one of the jockeys in the inaugural ACTEC Foundation Spring Derby? Seven jockeys are Running for the ACTEC Foundation official Mint Julep Cup, and bragging rights for a year.
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.




