ACTEC Foundation 2022 Fall Meeting Newsletter
In this edition…
The ACTEC Foundation President, Jeff Thede, focuses on the future of The ACTEC Foundation – what he calls “Foundation 3.0.” Learn what’s in store. Read about the contributions of graduates of the ACTEC Foundation-funded Dennis I. Belcher Young Leaders Program to ACTEC. If you would like to support the Rudy Ogburn Memorial Fund for the Southeast Fellows Institute, discussed in the President’s Message, make a donation today!
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality.
Planning With Directed Trusts
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.
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.