Mission & Operations

Mission & Operations

ACTEC Foundation Mission & Operations

The ACTEC Foundation promotes scholarship and education in trust, estate, tax, and related areas of the law by supporting scholarship to improve the law and by encouraging teaching, careers and life-long learning in the area. The Foundation also encourages civic engagement of individual Fellows of The American College of Trust and Estate Counsel through programs and activities that serve the general community.


Articles and Bylaws

The American College of Trust and Estate Counsel Foundation BYLAWS
(Amended and Restated as of October 23, 2016)


The American College of Trust and Estate Counsel Foundation
901 15th Street, N.W., Washington, DC 20005
A Delaware Nonprofit Nonstock Corporation

ACTEC Foundation Bylaws [PDF]


Audited Financial Statement
Fiscal Year-end April 30, 2016

Form 990

IRS Tax-Exempt Status
IRS Determination Letter – April 22, 2011

Conflict of Interests Policy
ACTEC Foundation Conflict of Interests Policy

Conflict Disclosure Form
ACTEC Conflict Disclosure Form

Officers and Directors

L. Henry Gissel, Jr.
Fulbright & Jaworski L.L.P.
1301 McKinney, Suite 5100
Houston, Texas 77010-3095


Vice President
James M. Maddox
Maddox, Holloman & Moran, P.C.
205 E Bender Blvd Ste 150
Bender Plaza Office Complex
Hobbs, NM 88240-2336

James D. Spratt, Jr.
The Bowden Spratt Law Firm, P.C.
191 Peachtree Street, N.E., Suite 4400
Atlanta, Georgia30303-1741

Judith W. McCue
Chicago, Illinois

Susan L. Abbott
Goodwin Procter LLP
100 Northern Ave
Boston, MA 02210-1802

Stephen R. Akers
Bessemer Trust Company, N.A.
300 Crescent Ct Ste 800
Dallas, TX 75201-1800

Elaine M. Bucher
777 S Flagler Dr Ste 500
West Palm Beach, FL 33401-6121

Ann B. Burns
Gray Plant Mooty
80 S 8Th St
Minneapolis, MN 55402-2100

Ms. Stephanie B. Casteel
Wallace Morrison & Casteel LLP
1180 Peachtree St Ne Ste 2010
Atlanta, GA 30309-7525

Henry Christensen III
McDermott, Will & Emery LLP
340 Madison Avenue
New York, New York 10173

Mickey R. Davis
Davis & Willms, PLLC
3555 Timmons Lane
Suite 1250
Houston, Texas 77027

P. Daniel Donohue
Davenport, Evans, Hurwitz & Smith, L.L.P.
206 W 14Th St
Sioux Falls, SD 57104-6858

Mr. Erik Dryburgh
Adler & Colvin
235 Montgomery St Ste 1220
San Francisco, CA 94104-3103

David M. English
University of Missouri-Columbia School of Law
203 Hulston Hall
Columbia, MO 65211-4300

Charles D. Fox IV
McGuireWoods LLP
Court Square Building
310 Fourth Street, N.E.
Suite 300
Charlottesville, Virginia 22902-1288

Professor Susan N. Gary
University of Oregon School of Law
1515 Agate St
Eugene, OR 97403-1303

Lynne K. Green
Brunini, Grantham, Grower & Hewes, PLLC
The Pinnacle Building
Suite 100
190 East Capitol Street
Jackson, Mississippi 39201

Susan T. House
Hahn & Hahn, LLP
301 E. Colorado Blvd.,Suite 900
Pasadena, California 91101-1977

Cynthia G. Lamar-Hart
Maynard, Cooper & Gale, P.C.
1901 6th Avenue North
Suite 2400
Birmingham, Alabama 35203

William P. LaPiana
New York Law School
57 Worth Street
New York, New York 10013-2960

C. Kevin McCrindle
Law Offices of C. Kevin McCrindle
P.O. Box 928
607 Sycamore Street
Waterloo, Iowa 50704-0928

Peter T. Mott
Brody Wilkinson, P.C.
2507 Post Road
Southport, Connecticut 06890

Barry A. Nelson
Nelson & Nelson, P.A.
Suite 118
2775 Sunny Isles Blvd.
Aventura, Florida 33160-4007

Cynda C. Ottaway
Crowe & Dunlevy
20 North Broadway
Suite 1800
Oklahoma City, Oklahoma 73102

John T. Rogers, Jr.
Rogers Trust Law
350 South Grand Avenue, Suite 3500
Los Angeles, California 90071

Joshua S. Rubenstein
Katten Muchin Rosenman LLP
575 Madison Avenue
New York, New York 10022-2585

Margaret E. W. Sager
Heckscher, Teillon, Terrill & Sager, P.C.
100 Four Falls
Suite 300
West Conshohocken, Pennsylvania 19428

Robert E. Temmerman
Temmerman, Cilley & Kohlmann, LLP
2502 Stevens Creek Blvd
San Jose, CA 95128-1654

John A. Terrill II
Heckscher, Teillon, Terrill & Sager, P.C.
100 Four Falls, Suite 300
West Conshohocken, Pennsylvania 19428-2950

Margaret Van Houten
Davis, Brown, Koehn, Shors & Roberts, P.C.
Davis Brown Tower
215 10th Street, Suite 1300
Des Moines, Iowa 50309-3993

Richard D. Woods
Kirkland Woods & Martinsen PC
5901 College Boulevard, Suite 280
Overland Park, Kansas 66211

Foundation Committees

Foundation Executive Committee


  • L. Henry Gissel, Jr. (President), Houston, Texas
  • James M. Maddox (Vice President), Hobbs, New Mexico
  • James D. Spratt, Jr. (Treasurer), Atlanta, Georgia
  • Judith W. McCue (Secretary), Evanston, Illinois
  • Mickey R. Davis, Houston, Texas

Foundation Audit Committee

  • James D. Spratt, Jr. (Chair), Atlanta, Georgia
  • Stephanie B. Casteel, Atlanta, Georgia
  • P. Daniel Donohue, Sioux Falls, South Dakota

Foundation Financial Management Committee

  • John T. Rogers, Jr. (Chair), Los Angeles, California
  • Stephen R. Akers, Dallas, Texas
  • Ann B. Burns, Minneapolis, Minnesota
  • Charles D. Fox, IV, Charlottesville, Virginia
  • Susan T. House, Pasadena, California
  • James M. Maddox, Hobbs, New Mexico
  • Cynda C. Ottaway, Oklahoma City, Oklahoma

Foundation Fundraising Committee

  • Lynne K. Green (Chair), Jackson, Mississippi
  • Barry A. Nelson, North Miami Beach, Florida
  • Joshua S. Rubenstein, New York, New York
  • Robert E. Temmerman, Jr., San Jose, California

Foundation Grant Committee

  • Mickey R. Davis (Chair), Houston, Texas
  • Judith W. McCue (Vice Chair), Evanston, Illinois
  • Henry Christensen, III, New York, New York
  • Erik Dryburgh, San Francisco, California
  • Professor David M. English, Columbia, Missouri
  • Professor Susan N. Gary, Eugene, Oregon
  • Professor William P. LaPiana, New York, New York
  • Peter T. Mott, Southport, Connecticut
  • Margaret E.W. Sager, West Conshohocken, Pennsylvania

Foundation Long Range Planning Committee

  • Richard D. Woods (Chair), Overland Park, Kansas
  • Mickey R. Davis, Houston, Texas
  • L. Henry Gissel, Jr., Houston, Texas
  • Cynthia G. Lamar-Hart, Birmingham, Alabama
  • Professor William P. LaPiana, New York, New York

Foundation Marketing & Communications Committee

  • C. Kevin McCrindle (Chair), Waterloo, Iowa
  • Elaine M. Bucher, West Palm Beach, Florida
  • Lynne K. Green, Jackson, Mississippi
  • Margaret Van Houten, Des Moines, Iowa

Foundation Special Projects Committee

  • Susan L. Abbott (Chair), Boston, Massachusetts

L. Henry Gissel
Fulbright & Jaworski L.L.P.
1301 McKinney, Suite 5100
Houston, Texas 77010-3095


Executive Director
Deborah O. McKinnon

Membership and Foundation Management Director
Amy Michaud
(202) 684-8453

Finance Director
Brendan McGinn
(202) 688-0270

Marketing and Communications Director
Suzy Shaw
(202) 684-8460