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
Section 2801 Final Regulations: Tax on Gifts From Expatriates
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.
What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.


