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
How Cultural Awareness Improves Estate Planning Outcomes
How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance.
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.
