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
The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals.
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture)