ACTEC Foundation 2025 Annual Meeting Newsletter
President’s Message
Welcome to spring and the season of new beginnings and rejuvenation! I hope this season brings with it the rebirth of hope and joy, even as we keep in our hearts and minds those who could use some more light in their lives.
As we prepare for the Foundation Board of Directors meeting, we look forward to engaging in further discussions about our purpose and especially our mission. >>Click on a button below to read more.
In This Issue
- President’s Message
- Recent Foundation-Funded Programs and Initiatives
- Lloyd Leva Plaine Distinguished Lecture Series
- Mary Moers Wenig Student Writing Competition
- Dennis I. Belcher Young Leaders
- Thank you to Foundation Donors & In Memoriam Contributions
Latest ACTEC Trust and Estate Talk Podcasts
Divorce and Estate Planning: Key Considerations Before the Divorce Is Final
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection.
Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Their ‘Love Story’
Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples.
Premarital Planning: What to Know and Do Before ‘Going to the Chapel’
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.


