Grants Awarded

ACTEC Foundation Grants

The ACTEC Foundation supports professional development and education in trust and estate law. If there is a project that you believe will benefit from the support of The ACTEC Foundation, please submit a grant request for review by the Grant Committee and the Board of Directors. Grants are considered three times a year in March, June, and October. Below are examples of grants that the Foundation has awarded in the past.

Grant Recipients

2024

Approval DateAmount
Mary Moers Wenig Student Writing Competition9/22/2024$12,500
George Mason University Workshop6/21/2024$12,800
Dennis I. Belcher Young Leaders Program6/21/2024$33,000
Rocky Mountain Fellows Institute—matching grant6/21/2024$25,000
Rocky Mountain Fellows Institute—release of funds from Jack Beaty Foundation6/21/2024$25,000
Academic Symposium3/8/2024$20,000

2023

Dennis I. Belcher Young Leaders Program10/26/2023$22,000
Oklahoma City University10/26/2023$25,000
Bet Tzedek/UCLA10/26/2023$23,460
ACTEC Communications Committee Podcasts and Videos10/26/2023$63,227
Mary Moers Wenig Student Writing Competition10/26/2023$12,500

2022

Mary Moers Wenig Student Writing Competition11/6/2022$12,500
Duquesne University11/6/2022$20,154
Dennis I. Belcher Young Leaders Program11/6/2022$27,500
University of New Mexico6/4/2022$40,000
SSRN—five years of support3/9/2022$17,496
Mary Moers Wenig Student Writing Competition3/9/2022$12,500

2021

ACTEC Diversity, Equity & Inclusivity Committee Videos10/10/2021$7,000
The Commons Law Center—Challenge Grant10/10/2021$40,000
Dennis I. Belcher Young Leaders Program10/10/2021$27,500
Tulane University—Symposium6/9/2021$20,000
SSRN3/5/2021$3,409

2020

ACTEC Communications Committee Podcasts and Videos10/20/2020$70,000
ACTEC Diversity, Equity & Inclusivity Committee Podcasts and Videos10/20/2020$7,000
The Commons Law Center8/6/2020$23,300
Mary Moers Wenig Student Writing Competition6/17/2020$12,500
Dennis I. Belcher Young Leaders Program6/17/2020$27,500
SSRN3/8/2020$3,310

2019

2020 Mary Moers Wenig Student Writing Competition7/15/2019$12,500
Dennis I. Belcher Young Leaders Program6/28/2019$27,500
Hofstra University—Student Editorial Board of the ACTEC Law Journal6/28/2019$30,000
6th Edition—revision of the ACTEC Commentaries6/28/2019$10,000
SSRN3/20/2019$3,183

2018

University of California Davis10/27/2018$20,000
ACTEC Communications Committee Podcasts and Videos10/27/2018$60,000
SSRN6/22/2018$3,090
Young Leaders Program6/22/2018$27,500
University of Wyoming—support of the estate planning clinic at the University of Wyoming3/9/2018$60,000
University of New Mexico Research Project in Trust and Estate Planning Services for Rural and Underserved Populations3/9/2018$40,000

2017

University of Oregon School of Law, to fund an Estate Planning Fellow to administer Oregon’s Wills for the Underserved Program10/22/2017$16,500
University of Florida Law School Empirical Study Regarding the Testamentary Disposition of Assets by Persons with Non-Traditional Families10/22/2017$15,000
ACTEC Elder Law Committee Interdisciplinary Study of the Exploitation of the Elderly6/15/2017$45,000
Young Leaders Program3/10/2017$27,500

2016

Young Leaders Program10/22/2016$13,750
SSRN10/22/2016$3,000
ACTEC Family Estate Planning Guide videos10/22/2016$50,000
2017 Mary Moers Wenig Student Writing Competition10/22/2016$9,000
Fall 2017 Symposium—University of Iowa College of Law—Wealth Transfer Law in Comparative and International Perspective8/25/2016$20,000
ACTEC Family Estate Planning Guide videos5/25/2016$18,100
2016 Mary Moers Wenig Student Writing Competition3/17/2016$9,500

2015

Young Leaders Program6/19/2015$27,000
2015 Mary Moers Wenig Student Writing Competition3/6/2015$8,081*
Revising ACTEC Commentaries—Supplemental Grant3/6/2015$13,000
$12,000 including unspent funds from prior year Mary Moers Wenig Student Writing Competition grants

2014

2014 Mary Moers Wenig Student Writing Competition3/6/2014$12,000
National Judicial College—web-based learning for probate judges10/17/2014$18,000

2013

National Guardianship Network—Third World Guardianship Conference6/21/2013$25,000
Revising ACTEC Commentaries7/29/2013$25,000
2013 Mary Moers Wenig Student Writing Competition10/27/2013$12,000

2012

2012 Mary Moers Wenig Student Writing Competition—Retroactive3/9/2012$12,000
Trusts and Estates Journal on Social Science Research Network—5 years6/14/2012$15,000
Fall 2014 Symposium—Vanderbilt University: “The Emergent Federal Role in Private Wealth Transfer”10/19/2012$24,000
Hofstra University—Student Editorial Board of the ACTEC Law Journal10/19/2012$30,000

2011

University of Wyoming College of Law Estate Planning Clinic6/25/2011$95,000
Update to the ACTEC Commentaries10/16/2011$2,000

2010

Fall 2010 Symposium—McGill University: “The Worlds of the Trusts”3/14/2010$9,800
Lloyd Leva Plaine Memorial Fund Resolution6/17/2010N/A
Expenses for two representatives to attend McGill Symposium6/17/2010$4,000
2011 Mary Moers Wenig Student Writing Competition10/17/2010$12,000
National College of Probate Judges—review of the standards of the probate courts10/17/2010$10,000
Fall 2011 Symposium—University of Michigan Law School: “The Uniform Probate Code: The Remaking of American Succession Law”10/17/2010$27,250
Update to the ACTEC Commentaries10/17/2010$1,750

2009

Trusts and Estates Journal on Social Science Research Network—three years3/8/2009$9,000
Hofstra University—Student Editorial Board of the ACTEC Law Journal3/8/2009$30,000
Harvard Clinic3/8/2009$35,000
Update to the ACTEC Commentaries6/25/2009$2,500
2010 Mary Moers Wenig Student Writing Competition10/18/2009$12,000
Grants for Clinic Programs for two years10/18/2009$110,000

2008

ABA Commission on Law and Aging—support outreach and education concerning Uniform Adult Guardianship and Protection Proceedings6/29/2008$15,000
University of Tennessee—Clinical Education program for trusts and estates work10/26/2008$106,200
2009 Mary Moers Wenig Student Writing Competition10/26/2008$12,000
Fall 2009 Symposium—Chicago Kent School of Law: “Philanthropy in the 21st Century”10/26/2008$25,000