Voices of The ACTEC Foundation: Young Leaders
The Dennis I. Belcher Young Leaders Program
Toni Ann Kruse and JP Lee, graduates of the Dennis I. Belcher Young Leaders Program and now ACTEC Fellows, share how their participation in the program helped them engage in the trust and estate community, enhance their leadership skills and reach the aim of becoming ACTEC Fellows.
Latest ACTEC Trust and Estate Talk Podcasts
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.


