ACTEC Foundation 2023 Fall Newsletter
President’s Message
Welcome to fall! At the 2023 Fall Meeting of The ACTEC Foundation Board of Directors, the Board will be focusing on the purpose and goals of The ACTEC Foundation, reviewing The Foundation’s mission statement to make sure it aligns with current grantmaking and other activities and vice versa. Many of the Foundation’s Committees met in advance of the Board meeting to discuss this initiative, and I look forward to a robust discussion of how The Foundation may have the best impact on the future of trust and estate education, communications, and community service. >> Continue reading.
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.


