ACTEC Foundation 2024 Summer Meeting Newsletter
President’s Message
Welcome to the Summer 2024 edition of The ACTEC Foundation Newsletter! I hope that this June finds everyone happy and healthy. I am pleased to report that The ACTEC Foundation is in good financial health with many exciting projects on the horizon. First and foremost, I am happy to report that the 2024 Longest Drive Challenge raised over $44,000! Please read the full story later in the Newsletter.
Also, The ACTEC Foundation-funded Trust and Estate Talk podcast series has reached an important milestone – be sure to read about it in this Newsletter! >> Click on a button below to read more.
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Latest ACTEC Trust and Estate Talk Podcasts
A Trustee’s Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.
Taxation of Foreign Non-Grantor Trusts
Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance.
