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
Estate Planning for Art Collections: What Trustees and Fiduciaries Need to Know
Learn how estate planners and fiduciaries can protect and manage art collections, address authenticity and ownership risks, and navigate inheritance, museum donations, and sales.
Funding Family Offices through Profits Interests
Explore how family offices use profits interests, the Lender decision, and Sections 162 and 212 to structure compensation and address tax deductibility.
Tax Planning with QTIP Trust Assets
Explore tax planning strategies for QTIP trust assets, including Section 2519, the Anenberg and McDougall decisions, and valuation discounts.


