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
Estate Planning for Art Collections: What Trustees and Fiduciaries Need to Know
Learn how estate planners and fiduciaries can protect and manage art collections, address authenticity and ownership risks, and navigate inheritance, museum donations, and sales.
Funding Family Offices through Profits Interests
Explore how family offices use profits interests, the Lender decision, and Sections 162 and 212 to structure compensation and address tax deductibility.
Tax Planning with QTIP Trust Assets
Explore tax planning strategies for QTIP trust assets, including Section 2519, the Anenberg and McDougall decisions, and valuation discounts.