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
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of “normal,” redefining differences, and highlighting how every brain processes the world uniquely.
Private Trust Company Design Considerations for Family Wealth Planning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.


