The ACTEC Foundation 2025 Fall Meeting Newsletter
President’s Message
As the Foundation’s Board of Directors looks forward to its fall meeting, all of us on the Board would like to thank the generous donors who have supported our work over the last year. In this season of change, as many of us watch the leaves turn from green to gold and red, we reflect on how the grants The Foundation makes bring about positive change in the trust and estate profession and in the wider world. To all of our donors, a hearty thank you! >>Click on a button below to read more.
In This Issue
- President’s Message
- Three Grants Approved by The ACTEC Foundation
- 2025 Mary Moers Wenig Student Writing Competition Winners
- 2025-2027 Dennis I. Belcher Young Leaders
- “Steps to Take After Winning the Lottery” Video Goes Viral
Latest ACTEC Trust and Estate Talk Podcasts
Section 2801 Final Regulations: Tax on Gifts From Expatriates
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.
What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.


