Voices of The ACTEC Foundation: Young Leaders
The Dennis I. Belcher Young Leaders Program
Toni Ann Kruse and JP Lee, graduates of the Dennis I. Belcher Young Leaders Program and now ACTEC Fellows, share how their participation in the program helped them engage in the trust and estate community, enhance their leadership skills and reach the aim of becoming ACTEC Fellows.
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.


