ACTEC Foundation 2021 Summer Meeting Newsletter
President’s Message
2021 is already off to a galloping start for The ACTEC Foundation! Thanks to our five intrepid jockeys and the ACTEC Fellows who spurred them on with their generous contributions, we raised over $36,000 in the 2021 ACTEC Foundation Derby: The L. Henry Gissel, Jr. Race of the Yearlings. >> read more
In This Issue
- President’s Message
- Update: ACTEC Foundation Disaster Preparedness Task Force
- In Memoriam Contributions
- Mary Moers Wenig Writing Competition
- Thank you to 2021 donors
Latest ACTEC Trust and Estate Talk Podcasts
A Trustee’s Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.
Taxation of Foreign Non-Grantor Trusts
Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance.




