The ACTEC Foundation 2026 Summer Meeting Newsletter
President’s Message
I am very excited to share my first message as President of the ACTEC Foundation. As I step into this role, I truly thank all the Foundation’s donors who make our work possible! >>Click on a button below to read more.
In This Issue
- President’s Message
- The ACTEC Foundation Expands Timely Announcements
- The ACTEC Foundation 2026 Spring Fundraiser: Home Run Derby Success!
- 2026 Mary Moers Wenig Student Writing Competition Update
- Heart of America Fellows Institute (HOAFI) Graduates Support The Foundation
Latest ACTEC Trust and Estate Talk Podcasts
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.
Should Lawyers Serve as Trustees? What to Consider Before Saying Yes
Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role.
Divorce and Estate Planning: Key Considerations Before the Divorce Is Final
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection.


