ACTECFoundation

ACTEC welcomes Michael Crowder of Kennerly, Montgomery & Finley, P.C.

ACTEC welcomes Luke Bean of Rico, Murphy, Diamond & Bean, LLP to the College!

In honor of National 501(c) Day, The ACTEC Foundation proudly thanks the generous donors who make our mission possible. Your support helps fund impactful programs—from student-focused initiatives like the Mary Moers Wenig Student Writing Competition to public education resources and professional development for trust and estate attorneys. Together, we’re advancing scholarship, education, and community outreach in trust, estate, tax, and charitable law.
If generosity moves you today, consider supporting our 2026 Home Run Derby and cheer on your favorite slugger!

National 501(c) Day: Support The ACTEC Foundation’s Mission Through Giving Celebrate National 501(c) Day with The ACTEC Foundation as we honor donors supporting education, scholarship, and trust and estate outreach.

The Foundation is pleased to announce its new officers!

The ACTEC Foundation Announces New President and 2026—2027 Officers and Directors The ACTEC Foundation announces its 2026–2027 Officers and newly elected Directors following elections held during the ACTEC 2026 Annual Meeting in Tampa, Florida.

This Black History Month, we’re highlighting an ACTEC Foundation–supported video series that explores how history continues to shape wealth, property ownership, and estate planning in the U.S. These videos help trust and estate professionals deepen their understanding and better serve a diverse society.
Explore the series and join us in promoting thoughtful, inclusive estate planning.

Black History Month Spotlight: Supporting Understanding Through ACTEC’s “Planning for a Diverse and Equitable Future” Video Series Black History Month spotlight on ACTEC’s Planning for a Diverse and Equitable Future video series, funded by a grant from The ACTEC Foundation.

The Foundation welcomes the Eleventh Class of Dennis I. Belcher Young Leaders!
https://actecfoundation.org/news/2025-2027-dennis-i-belcher-young-leaders/

The ACTEC Foundation Announces the 2025–2027 Dennis I. Belcher Young Leaders The American College of Trust and Estate Counsel and The ACTEC Foundation are pleased to announce the Eleventh Class of Dennis I. Belcher Young Leaders.

Thinking of using AI for your estate plan? It’s fast and affordable, but not foolproof. AI can miss key personal details, offer inaccurate advice, and raise privacy concerns. For something this important, human expertise still matters.

Artificial Intelligence (AI) and Planning Your Estate Estate planning attorneys explain what consumers should be aware of when using AI and what their lawyer’s professional responsibilities should include.

Turning 18 Means More Than Just Adulthood..

Estate Planning for a College Student or Young Adult Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.

Final Round Teed Off!

Our competitors are driving for the pin … and the win!
Leaderboard Highlights:
Lora “Pink Panther” Davis leads the field. Rebecca “The Fairway Fiduciary” Smitherman surged into second, raising a substantial amount in three days! Stacy “The Wolverine” Singer and Tara Anne “TT” Pleat are battling for third.

Swinging Hard:
• Kurt “Grumpy” Klebe
• Abigail “Fireweed” O’Connor
• Gray “The Ghost” Edmondson
• Shannon “Sandy Bagger” Barks

Back your favorite competitor and help them clear the hazard before Round 4 closes Tuesday at 5:00 PM ET.

Final Round Frenzy: Who Will Take Home The Win? The Final Round Is On! Support your favorite golfer in ACTEC’s Spring Fundraiser and help drive our mission forward-Chip in before Tuesday at 5 PM ET!

On Par for Greatness...

2025 Longest Drive Challenge: Round 2 Results

1st Place: Lora "Pink Panther" Davis scored an eagle by raising $3,625 this week, surpassing her $5,000 goal with a total of $5,325! Congrats to Lora and the Rocky Mountain Region for setting par for 2025!

2nd Place: Tara Anne "TT" Pleat raised $2,750 for the Mid-Atlantic Region. She's on the fairway to success!

3rd Place: Gray "The Ghost" Edmondson raised $2,000 for the Southern Region. He's not out of bounds yet!

Longest Drive Challenge: Round 2 Results Lora "Pink Panther" Davis wins Round 2 with $3,625 raised—surpassing her $5K goal! Congrats to all top 3 fundraisers setting the pace for 2025!