ACTEC Foundation 2023 Annual Meeting Newsletter
President’s Message
This is it – my last message as the President of The ACTEC Foundation. These three years have been interesting to say the least – my first few meetings as ACTEC Foundation President were conducted virtually. In fact, all of The Foundation’s business was conducted virtually during the pandemic, a shift in culture felt throughout the world. The Foundation learned, as we all did, to exist as a virtual organization. It’s only now, in my last year, that we’ve been able to meet and conduct The Foundation’s business in person. >> Continue reading.
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
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.