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
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.
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Estate tax apportionment isn’t always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.


