The ACTEC Foundation Honors Pride Month
June is Pride Month, a time to honor the LGBTQ+ community and reflect on the ongoing fight for equality and inclusion. The ACTEC Foundation proudly supports this observance through its commitment to education, outreach, and the promotion of justice and equity.
As part of this commitment, The ACTEC Foundation funds Planning for a Diverse and Equitable Future, a video series created by the Diversity, Equity, and Inclusivity Committee of The American College of Trust and Estate Counsel (ACTEC). This groundbreaking series addresses issues of racism, sexism, and discrimination in all forms—offering insights and actionable recommendations to help combat inequality within the legal and estate planning professions.
Highlighted Resources Empowering the LGBTQ+ Community
These educational resources, made possible by The ACTEC Foundation, continue to support professionals and individuals seeking equity in legal and estate planning matters:
- Transgender? How to Change Your Legal Name and Gender Marker on Vital Records (Planning for a Diverse and Equitable Future)
A widely viewed and shared video (over 5,700 views since January 2021) offering guidance from attorneys on how transgender individuals and their counsel can update names and gender markers on vital records and legal documents. - Landmark Civil Rights Cases Decided by the Supreme Court (Planning for a Diverse and Equitable Future)
Author and law professor Christopher Schmidt explores major Supreme Court cases that have shaped civil rights and equality in America—essential context for understanding the legal landscape. - Advising Transgender Clients on Estate Planning and Vital Records (ACTEC Trust and Estate Talk)
Practical tips for estate planning and financial professionals on working respectfully and effectively with transgender clients—addressing name and gender changes, critical documents, and powers of attorney.
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.


