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
Premarital Planning: What to Know and Do Before ‘Going to the Chapel’
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.
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.


