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Grants
Grants

ACTEC Foundation Grants

The ACTEC Foundation supports professional development and education in trust and estate law. Grants are typically related to one of one or more areas:

  • Estate Planning, including preparation and implementation of wills, trusts and other documents, and related tax laws;
  • Administration of trusts and estates of decedents, minors and special needs individuals through probate or other procedures;
  • Business and personal planning, including investments and employee benefits;
  • Litigation involving the foregoing;
  • Improvements and reform of probate, trust and related tax laws and procedures;
  • Professional responsibility and standards related to the foregoing.

Our grants support lawyers in their practice in these areas or to law students and scholars who may be interested in this field so they may provide better service to the public in these areas.

Apply for an ACTEC Foundation Grant

Grants

Grant Recipients

2019Approval
Date
Amount
SSRN3/20/2019$3,183
2018Approval
Date
Amount
University of California Davis10/27/2018$20,000
ACTEC Communications Committee Podcasts and Videos10/27/2018$60,000
SSRN6/22/2018$3,090
Dennis I. Belcher Young Leaders Program6/22/2018$27,500
University of Wyoming – support of the estate planning clinic at the University of Wyoming3/9/2018$60,000
University of New Mexico Research Project in Trust and Estate Planning Services for Rural and Underserved Populations3/9/2018$40,000
2017Approval
Date
Amount
University of Oregon School of Law, to fund an Estate Planning Fellow to administer Oregon’s Wills for the Underserved Program10/22/2017$16,500
University of Florida Law School Empirical Study Regarding the Testamentary Disposition of Assets by Persons with Non-Traditional Families10/22/2017$15,000
ACTEC Elder Law Committee Interdisciplinary Study of the Exploitation of the Elderly6/15/2017$45,000
Young Leaders Program3/10/2017$27,500
2016Approval
Date
Amount
Young Leaders Program10/22/2016$13,750
SSRN10/22/2016$3,000
ACTEC Family Estate Planning Guide videos10/22/2016$50,000
2017 Mary Moers Wenig Student Writing Competition10/22/2016$9,000
Fall 2017 Symposium – University of Iowa College of Law – Wealth Transfer Law in Comparative and International Perspective8/25/2016$20,000
ACTEC Family Estate Planning Guide Videos5/25/2016$18,100
2016 Mary Moers Wenig Student Writing Competition3/17/2016$9,500
2015Approval
Date
Amount
Young Leaders Program6/19/2015$27,000
2015 Mary Moers Wenig Student Writing Competition3/6/2015$8081.88*
Revising ACTEC Commentaries – Supplemental Grant3/6/2015$13,000
“*$12,000 including unspent funds from prior year Mary Moers Wenig Student Writing Competition grants”
2014Approval
Date
Amount
2014 Mary Moers Wenig Student Writing Competition3/6/2014$12,000
National Judicial College – web-based learning for probate judges10/17/2014$18,000
2013Approval
Date
Amount
National Guardianship Network – Third World Guardianship Conference6/21/2013$25,000
Revising ACTEC Commentaries7/29/2013$25,000
2013 Mary Moers Wenig Student Writing Competition10/27/2013$12,000
2012Approval
Date
Amount
2012 Mary Moers Wenig Student Writing Competition – Retroactive3/9/2012$12,000
Trusts and Estates Journal on Social Science Research Network – 5 years6/14/2012$15,000
Fall 2014 Symposium – Vanderbilt University: “The Emergent Federal Role in Private Wealth Transfer”10/19/2012$24,000
Hofstra University – Student Editorial Board of the ACTEC Journal10/19/2012$30,000
2011Approval
Date
Amount
University of Wyoming College of Law Estate Planning Clinic6/25/2011$95,000
Update to the ACTEC Commentaries10/16/2011$2,000
2010Approval
Date
Amount
Fall 2010 Symposium – McGill University: “The Worlds of the Trusts”3/14/2010$9,800
Lloyd Leva Plaine Memorial Fund Resolution6/17/2010N/A
Expenses for two representatives to attend McGill Symposium6/17/2010$4,000
2011 Mary Moers Wenig Student Writing Competition10/17/2010$12,000
National College of Probate Judges – review of the standards of the probate courts10/17/2010$10,000
Fall 2011 Symposium – University of Michigan Law School: “The Uniform Probate Code: The Remaking of American Succession Law”10/17/2010$27,250
Update to the ACTEC Commentaries10/17/2010$1,750
2009Approval
Date
Amount
Trusts and Estates Journal on Social Science Research Network – three years3/8/2009$9,000
Hofstra University – Student Editorial Board of the ACTEC Journal3/8/2009$30,000
Harvard Clinic3/8/2009$35,000
Update to the ACTEC Commentaries6/25/2009$2,500
2010 Mary Moers Wenig Student Writing Competition10/18/2009$12,000
Grants for Clinic Programs for two years10/18/2009$110,000
2008Approval
Date
Amount
ABA Commission on Law and Aging – support outreach and education concerning Uniform Adult Guardianship and Protection Proceedings6/29/2008$15,000
University of Tennessee – Clinical Education program for trusts and estates work10/26/2008$106,200
2009 Mary Moers Wenig Student Writing Competition10/26/2008$12,000
Fall 2009 Symposium – Chicago Kent School of Law: “Philanthropy in the 21st Century”10/26/2008$25,000