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
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
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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.