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
Section 2801 Final Regulations: Tax on Gifts From Expatriates
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.


