The 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
The Uniform Trust Code Turns 25
A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and it future.
Use of Asset Protection Trusts for Estate Tax Planning Purposes
An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors.
How Typical Trust Agreement Clauses Can Get Turned Around in the Real World
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters.