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
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals.


