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
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Latest ACTEC Trust and Estate Talk Podcasts
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals.