ACTEC Foundation 2024 Summer Meeting Newsletter
President’s Message
Welcome to the Summer 2024 edition of The ACTEC Foundation Newsletter! I hope that this June finds everyone happy and healthy. I am pleased to report that The ACTEC Foundation is in good financial health with many exciting projects on the horizon. First and foremost, I am happy to report that the 2024 Longest Drive Challenge raised over $44,000! Please read the full story later in the Newsletter.
Also, The ACTEC Foundation-funded Trust and Estate Talk podcast series has reached an important milestone – be sure to read about it in this Newsletter! >> Click on a button below to read more.
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Latest ACTEC Trust and Estate Talk Podcasts
Should Lawyers Serve as Trustees? What to Consider Before Saying Yes
Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role.
Divorce and Estate Planning: Key Considerations Before the Divorce Is Final
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection.
Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Their ‘Love Story’
Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples.