ACTEC Foundation 2020 Fall Meeting Newsletter
President’s Message
In this issue, you will find articles on several Foundation projects, including a recent grant The ACTEC Foundation made to The Commons Law Center. This grant will help provide estate planning services to lower income people in Portland, Oregon.
Inside this issue:
- Tribute to Immediate Past President
- Voices of the ACTEC Foundation
- Sixth class of Dennis I. Belcher Young Leaders
- Mary Moers Wenig Writing Contest & Winners
- The Commons Law Center Grant
- 2020 ACTEC Foundation Donors
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.


