ACTEC Foundation 2020 Fall Meeting Newsletter
President’s Message
In this issue, you will find articles on several Foundation projects, including a recent grant The ACTEC Foundation made to The Commons Law Center. This grant will help provide estate planning services to lower income people in Portland, Oregon.
Inside this issue:
- Tribute to Immediate Past President
- Voices of the ACTEC Foundation
- Sixth class of Dennis I. Belcher Young Leaders
- Mary Moers Wenig Writing Contest & Winners
- The Commons Law Center Grant
- 2020 ACTEC Foundation Donors
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.


