The ACTEC Foundation 2025 Summer Meeting Newsletter
President’s Message
Welcome to June! I hope this edition of The ACTEC Foundation Newsletter finds all of you happy, healthy, and looking forward to a great (and not too hot) summer.
At its last meeting, The Foundation’s Board of Directors adopted a new mission statement: “The ACTEC Foundation’s mission is to promote scholarship, education, and community outreach in trust, estate, tax, charitable, and related areas of the law. The Foundation serves professionals, students, and the public by providing grants for an array of educational programs, widely available resources, scholarships, legal research, and scholarly writing competitions, among other activities in these areas of the law.” >>Click on a button below to read more.
In This Issue
- President’s Message
- Visit the new actecfoundation.org website
- Mid-Atlantic Fellows Institute Students Support The Foundation
- Update on the 2025 Logest Drive Challenge Fundraiser
- Thank you to Foundation Donors & In Memoriam Contributions
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Latest ACTEC Trust and Estate Talk Podcasts
Gift Tax Returns: Planning, Ethics, and Best Practices
Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns.
A Trustee’s Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.
