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
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Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.
What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.