ACTEC Foundation 2022 Fall Meeting Newsletter
In this edition…
The ACTEC Foundation President, Jeff Thede, focuses on the future of The ACTEC Foundation – what he calls “Foundation 3.0.” Learn what’s in store. Read about the contributions of graduates of the ACTEC Foundation-funded Dennis I. Belcher Young Leaders Program to ACTEC. If you would like to support the Rudy Ogburn Memorial Fund for the Southeast Fellows Institute, discussed in the President’s Message, make a donation today!
Latest ACTEC Trust and Estate Talk Podcasts
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
Providing Charitable Assistance to Survivors of a Disaster
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.
Disaster Preparedness for Trust and Estate Planning
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.


