ACTEC Foundation 2025 Annual Meeting Newsletter
President’s Message
Welcome to spring and the season of new beginnings and rejuvenation! I hope this season brings with it the rebirth of hope and joy, even as we keep in our hearts and minds those who could use some more light in their lives.
As we prepare for the Foundation Board of Directors meeting, we look forward to engaging in further discussions about our purpose and especially our mission. >>Click on a button below to read more.
In This Issue
- President’s Message
- Recent Foundation-Funded Programs and Initiatives
- Lloyd Leva Plaine Distinguished Lecture Series
- Mary Moers Wenig Student Writing Competition
- Dennis I. Belcher Young Leaders
- Thank you to Foundation Donors & In Memoriam Contributions
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
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.