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
How Cultural Awareness Improves Estate Planning Outcomes
How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance.
Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.
Your Income Tax Charitable Deductions Are Different in 2026
Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-income taxpayers.
