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
Section 2801 Final Regulations: Tax on Gifts From Expatriates
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.
What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.


