ACTEC Foundation 2023 Fall Newsletter
President’s Message
Welcome to fall! At the 2023 Fall Meeting of The ACTEC Foundation Board of Directors, the Board will be focusing on the purpose and goals of The ACTEC Foundation, reviewing The Foundation’s mission statement to make sure it aligns with current grantmaking and other activities and vice versa. Many of the Foundation’s Committees met in advance of the Board meeting to discuss this initiative, and I look forward to a robust discussion of how The Foundation may have the best impact on the future of trust and estate education, communications, and community service. >> Continue reading.
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.




