ACTEC 2024 Fall Meeting Newsletter
President’s Message
I hope everyone has had a pleasant summer! I am settling into a new office, but found time to enjoy the summer as well, and I hope your summer brought a time of rest and renewal as we move into the fall season of change. The Foundation’s Board is looking forward to this season of change.
I anticipate that at our fall meeting, the Board will finalize a new Mission Statement, giving new life to the charitable purpose of the work we do. >> Click on a button below to read more.
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.


