2021 Annual Meeting Newsletter
President’s Message
Happy New Year! I hope this New Year finds you as hopeful as I am, now that 2020 is behind us. Despite the challenges we faced in 2020, I am happy to share that with your financial support The ACTEC Foundation has funded several important projects. At our Virtual Fall 2020 Board of Directors meeting, the Board funded an additional two years of support for the valuable and popular Trust and Estate Talk podcasts and the Family Estate Planning Guide videos. >>Continue reading.
Inside this issue:
- Voices of The ACTEC Foundation report
- The ACTEC Spring Derby – “L. Henry Gissel, Jr. Race of the Yearlings”
- In Memoriam Contributions
- Mary Moers Wenig Student Writing Competition
- Planning for a Diverse and Equitable Future
- 2020 Foundation Donors
- How to Contribute
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Planning With Directed Trusts
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.