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
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Latest ACTEC Trust and Estate Talk Podcasts
Estate Planning for Farms, Ranches, and Oil & Gas: Tax and Succession Strategies (Pt. 1 of 2)
Explore estate planning for farms, ranches, and oil and gas interests, including asset ownership, livestock taxation, probate, and family succession.
Estate Planning for Art Collections: What Trustees and Fiduciaries Need to Know
Learn how estate planners and fiduciaries can protect and manage art collections, address authenticity and ownership risks, and navigate inheritance, museum donations, and sales.
Funding Family Offices through Profits Interests
Explore how family offices use profits interests, the Lender decision, and Sections 162 and 212 to structure compensation and address tax deductibility.