ACTEC Foundation Mission & Operations
Operations
Articles and Bylaws
The American College of Trust and Estate Counsel Foundation BYLAWS
(Amended and Restated as of October 27, 2018 [PDF])
The American College of Trust and Estate Counsel Foundation
901 15th Street, N.W., Washington, DC 20005
A Delaware Nonprofit Nonstock Corporation
Current ACTEC Foundation Bylaws as of June 17, 2020 [PDF]
Financials
Audited Financial Statements (years end April 30)
2023 ACTEC Foundation Audited Financials Statements
2022 ACTEC Foundation Audited Financials Statements
2021 ACTEC Foundation Audited Financials Statements
2020 ACTEC Foundation Audited Financials Statements
Form 990
2019
IRS Tax-Exempt Status
IRS Determination Letter – April 17, 2019
Conflict of Interests Policy
ACTEC Foundation Conflict of Interests Policy
Conflict Disclosure Form
ACTEC Conflict Disclosure Form
Officers and Directors
President
John T. Rogers, Jr.
Los Angeles, California
Vice President, and Chair, Grant Committee
Lora G. Davis, Dallas, Texas
Treasurer
Randolph Harris, New York, New York
Secretary
Kendis Key Muscheid
Co-Chairs, Fundraising Committee
David F. Edwards, New Orleans, Louisiana
Robert K. Kirkland, Liberty, Missouri
Directors
Brad Bedingfield, Boston, Massachusetts
Todd A. Flubacher, Wilmington, Delaware
Keith Bradoc Gallant, New Haven, Connecticut
Peter S. Gordon, Wilmington, Delaware
Chasity Grice, Memphis, Tennessee
Shannon G. Guthrie, Dallas, Texas
Christopher R. Hoyt, Kansas City, Missouri
Cynthia G. Lamar-Hart, Birmingham, Alabama
William P. LaPiana, New York, New York
Judy Y. Lee, Honolulu, Hawaii
Hugh Magill, Minneapolis, Minnesota
Cameron McCulloch, Houston, Texas
Michele A.W. McKinnon, Richmond, Virginia
Charles Ian Nash, Melbourne, Florida
Jeanne L. Newlon, Washington, District of Columbia
Benetta Y. Park, Palm Beach, Florida
Stephanie Perry, Bethesda, Maryland
Bruce S. Ross, Los Angeles, California
Alan F. Rothschild, Jr., Columbus, Georgia
Anita J. Siegel, Morristown, New Jersey
Foundation Committees
Foundation Audit Committee
- Randolph Harris, New York, New York – Chair
- Charles Ian Nash, Melbourne, Florida
- Jeanne L. Newlon, Washington, District of Columbia
- Bruce S. Ross, Los Angeles, California
Foundation Financial Management Committee
- Shannon G. Guthrie, Dallas, Texas – Chair
- Lora G. Davis, Dallas, Texas
- Keith Bradoc Gallant, New Haven, Connecticut
- Hugh Magill, Minneapolis, Minnesota
- Alan F. Rothschild, Jr., Columbus, Georgia
- Richard D. Woods, Overland Park, Kansas
Foundation Fundraising Committee
- David F. Edwards, New Orleans, Louisiana – Co-Chair
- Robert K. Kirkland, Liberty, Missouri – Co-Chair
- Keith Bradoc Gallant, New Haven, Connecticut
- Shannon G. Guthrie, Dallas, Texas
- Cynthia G. Lamar-Hart, Birmingham, Alabama
- Cameron McCulloch, Houston, Texas
- Stephanie Perry, Bethesda, Maryland
Foundation Grant Committee
- Lora G. Davis, Dallas, Texas – Chair
- Keith Bradoc Gallant, New Haven, Connecticut
- Chasity Grice, Memphis, Tennessee
- Shannon G. Guthrie, Dallas, Texas
- Professor Christopher R. Hoyt, Kansas City, Missouri
- William P. LaPiana, New York, New York
- Kendis Key Muscheid, Phoenix, Arizona
- Anita J. Siegel, Morristown, New Jersey
Planning and Governance Committee
- Charles Ian Nash, Melbourne, Florida – Co-Chair
- Randolph Harris, New York, New York – Co-Chair
- Shannon G. Guthrie, Dallas, Texas
- William P. LaPiana, New York, New York
- Michele A.W. McKinnon, Richmond, Virginia
- Kendis Key Muscheid, Phoenix, Arizona
- Anita J. Siegel, Morristown, New Jersey
Foundation Marketing & Communications Committee
- Benetta Y. Park, Palm Beach, Florida – Chair
- Todd A. Flubacher, Wilmington, Delaware
- Peter S. Gordon, Wilmington, Delaware
- Judy Y. Lee, Honolulu, Hawaii
- Cameron McCulloch, Houston, Texas
- Jeanne L. Newlon, Washington, District of Columbia
Foundation Nominating Committee
- John T. Rogers, Jr., Los Angeles, California – Chair
- David F. Edwards, New Orleans, Louisiana
- Peter S. Gordon, Wilmington, Delaware
- Cynthia G. Lamar-Hart, Birmingham, Alabama
- Bruce S. Ross, Los Angeles, California
Foundation Liaisons to ACTEC Committees and Task Forces
Asset Protection Committee
Charles Ian Nash
Business Planning Committee
Lora G. Davis
Charitable Planning and Exempt Organizations Committee
Shannon G. Guthrie
Communications Committee
Charles Ian Nash
Digital Property Committee
Richard D. Woods
Diversity & Inclusivity Committee
Cynthia Lamar-Hart
Elder Law Committee
Keith Bradoc Gallant
Employee Benefits in Estate Planning Committee
Judy Y. Lee
Estate & Gift Tax Committee
Charles Ian Nash
Fiduciary Income Tax Committee
Randolph Harris
Fiduciary Litigation Committee
Bruce S. Ross
International Estate Planning Committee
Joshua S. Rubenstein
Legal Education Committee
William P. LaPiana
Practice Committee
Stephanie Perry
Professional Responsibility Committee
John T. Rogers, Jr.
State Chairs Steering Committee
Judy Y. Lee
State Laws Committee
William P. LaPiana
Technology in the Practice Committee
John T. Rogers, Jr.
Tax Policy Study Committee
Peter S. Gordon
Washington Affairs Committee
Michele A.W. McKinnon
TASK FORCES
Family Law Task Force
Hugh Magill
FATF Task Force
David F. Edwards
Joint ACTEC/NCPJ Task Force
John T. Rogers, Jr.
Staff
President
John T. Rogers, Jr.
Rogers Trust Law
350 S Grand Ave Ste 3500
Los Angeles, California 90071-3475
Executive Director
Deborah O. McKinnon
Membership and Foundation Management Director
Amy Michaud
amy.michaud@actec.org
(202) 684-8453
Controller
Deborah Oberst, CPA
debbie.oberst@actec.org
(202) 684-8460
Director of Communication and Outreach
Rebecca Vandall
rebecca.vandall@actec.org
(202) 465-8270