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
Premarital Planning: What to Know and Do Before ‘Going to the Chapel’
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.
Trust Modification: When Flexibility Conflicts With Settlor Intent
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.
Liability of Executors and Transferees for Estate Taxes
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.


