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.
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals.
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture)