The ACTEC Foundation 2026 Annual Meeting
President’s Message
My three-year term as President of The ACTEC Foundation is coming to an end. It has been an amazing and very fulfilling experience, and I am honored and deeply grateful for having been given this opportunity. As I look back at some of our accomplishments, I take pride in having worked with a great team of volunteers – and of course our wonderful ACTEC staff – whose contributions have made these successes seem effortless. >>Click on a button below to read more.
In This Issue
- President’s Message
- Celebrating T&E Programs Made Possible by The ACTEC Foundation
- 2026 Mary Moers Wenig Student Writing Competition Deadline
Latest ACTEC Trust and Estate Talk Podcasts
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
Estate Planning Considerations in Community Property States Relating to Retirement Accounts
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.
When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep
When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship.




