Giving Tuesday
Three heartfelt ways to make a difference this #GivingTuesday:
- Donate: Help continue The ACTEC Foundation’s mission by making a tribute gift in honor of someone special, a memorial gift, or support our work in ways that enable you to make the most of your contribution.
- Share with Fellows and other Trust and Estate Professionals and Educators: Start a conversation with friends and colleagues about the Foundation’s support of effective programs, initiatives and research making a difference in the field of trusts and estates. Help spread the word about the importance of our efforts with a post on Facebook, X or LinkedIn.
- Learn more: The impact of our work is vast. Voices of The ACTEC Foundation is a video series sharing extraordinary stories about the effect of donor gifts that support important initiatives and help promote scholarship and education in trust, estate and tax law.
Voices of The ACTEC Foundation
- ACTEC Estate Planning Essentials
- Dennis I. Belcher Young Leaders Program
- Mary Moers Wenig Student Writing Competition
- Wills for the Underserved Program
Mission Matters
The ACTEC Foundation allocates funding for programs that provide professional development and scholarships for legal education, educational support, public initiatives, legal publications and a student editorial board for the ACTEC Law Journal at the Maurice A. Deane School of Law at Hofstra University. The Foundation also encourages civic engagement of individual Fellows of ACTEC through programs and activities that serve the general community.
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
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.