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
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.
Trust Modification: When Flexibility Conflicts With Settlor Intent
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.
Liability of Executors and Transferees for Estate Taxes
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.