ACTEC Foundation 2024 Annual Meeting Newsletter
President’s Message
At this 2024 Annual Meeting, The ACTEC Foundation’s Board of Directors will continue to focus on the purpose and goals of The ACTEC Foundation, reviewing The Foundation’s mission statement and Bylaws to ensure that our governing statement and documents best express the purposes for which our Foundation was formed and continues to exist. The Grant Committee and the Planning and Governance Committee have held several joint meetings since the Board’s last meeting in October, and I look forward to continued progress as purposeful discussion continues in Phoenix. Both Committees, as well as the full Board, are committed to forging a path for The Foundation to have the most impactful effect on the future of the trust and estate practice. >> Click on a button below to read more.
Latest ACTEC Trust and Estate Talk Podcasts
Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.
Your Income Tax Charitable Deductions Are Different in 2026
Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-income taxpayers.
Loss of the Portability Election: Estate of Rowland v. Commissioner
A look at Estate of Rowland v. Commissioner and how incomplete estate tax returns can void a portability election and cost estates valuable DSUE.




