2020 Summer Newsletter
President’s Message
Jeff Thede is proud to share his first newsletter as President of The ACTEC Foundation. Please make sure you check out his first Message from the President, as well as updates on Donors to the Foundation. Generous donors to The ATCEC Foundation from January 1 through May 5, 2020 are listed. If you’d like to see your name in the Fall 2020 newsletter, why not support one of the jockeys in the inaugural ACTEC Foundation Spring Derby? Seven jockeys are Running for the ACTEC Foundation official Mint Julep Cup, and bragging rights for a year.
Latest ACTEC Trust and Estate Talk Podcasts
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.
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Estate tax apportionment isn’t always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality.


