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
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.


