ACTEC Foundation 2023 Summer Newsletter
President’s Message
It is a great honor to have been elected President of The ACTEC Foundation, and I am delighted to present my first President’s Message. I follow two extraordinary Presidents, Jeff Thede, who over his three years moved The Foundation to what he fondly calls “Foundation 3.0,” and Henry Gissel, whose memory we gladly and gratefully honored at the 2023 Annual Meeting with the first-ever L. Henry Gissel, Jr. Spirit of ACTEC Lecture. (Thanks again to Judy McCue for her wonderful presentation!) I look forward to building on the work of both of these leaders as The Foundation continues its great work in supporting the trusts and estates community. >> Continue reading.
Latest ACTEC Trust and Estate Talk Podcasts
Providing Charitable Assistance to Survivors of a Disaster
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.
Disaster Preparedness for Trust and Estate Planning
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
Hiring the Next Generation of Trust and Estate Attorneys
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession.





