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
Trust Modification: When Flexibility Conflicts With Settlor Intent
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.
Liability of Executors and Transferees for Estate Taxes
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.
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.


