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
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.


