ACTEC 2024 Fall Meeting Newsletter
President’s Message
I hope everyone has had a pleasant summer! I am settling into a new office, but found time to enjoy the summer as well, and I hope your summer brought a time of rest and renewal as we move into the fall season of change. The Foundation’s Board is looking forward to this season of change.
I anticipate that at our fall meeting, the Board will finalize a new Mission Statement, giving new life to the charitable purpose of the work we do. >> Click on a button below to read more.
Latest ACTEC Trust and Estate Talk Podcasts
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of “normal,” redefining differences, and highlighting how every brain processes the world uniquely.
Private Trust Company Design Considerations for Family Wealth Planning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.


