2022 Annual Meeting Newsletter
President’s Message
I hope this message finds all of you in good health and looking forward to a wonderful year. Despite the challenges of the last two years, I am happy to report to you that The ACTEC Foundation continues supporting projects in the trust and estate field that make us all better practitioners, thanks to your generous donations. Our work would not be possible without your help. >> Continue reading.
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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.