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.
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion.
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers.
Using Technology to Improve Client Services in Your Practice
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience.
