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
Latest ACTEC Trust and Estate Talk Podcasts
Patagonia Purpose Trusts
The founder of Patagonia clothing transferred $3B of stock to a Purpose Trust. What is a Purpose Trust and how does it meet Patagonia’s corporate objectives?
Tips for Joint Representation of Spouses: Part 2 of 2
Podcast two of joint representation offers four more tips for lawyers and the red flags to watch out for as they ensure both spouses are represented equally.
Tips for Joint Representation of Spouses: Engagement Letters (Pt. 1 of 2)
Four tips practitioners need to keep in mind when providing joint representation to spouses and where to find sample attorney engagement letters.