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The American College of Trust and Estate Counsel

actec.org · American English

ACTEC is a national organization of lawyers who demonstrate the highest level of professionalism in wills and trusts, estate planning, and tax law.

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  1. ACTEC Names Jennifer Briggs Executive Director
    Aug 11, 2026 · original
    Briggs to succeed Deborah O. McKinnon following 17 years of distinguished leadership. FOR IMMEDIATE RELEASE Contact: Suzy Shaw suzy.shaw@actec.org 202.684.8460 Washington, DC, August 11, 2026: The American College of Trust and Estate Counsel (ACTEC) announced today that Jennifer Briggs, MBA, CAE, IOM , has been appointed Executive Director of the College, effective September 9, 2026. Briggs succeeds Deborah (Deb) O. McKinnon , who is retiring after 17 years of service to ACTEC. McKinnon will continue to support the transition as Executive Director Emeritus through October 2026. Briggs currently serves as Executive Vice President and Chief Executive Officer of the Texas Society of Architects, a statewide professional association representing nearly 8,000 members. Since assuming that role in 2021, she has led strategic, operational, and financial initiatives that strengthened organizationa
  2. ACTEC Announces New Law Journal Editors
    Mar 13, 2026 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, DC–March 13, 2026 : The American College of Trust and Estate Counsel (ACTEC) today announced ACTEC Fellow Professor Reid Kress Weisbord will serve as Editor (2026–2028) and ACTEC Fellow Professor Ronald J. Scalise, Jr. will serve as Associate Editor (2026–2028) of the ACTEC Law Journal . Weisbord succeeds Professor David Horton , ACTEC Law Journal Editor (2024–2026). Reid Kress Weisbord is a Distinguished Professor of Law and the Judge Norma L. Shapiro Scholar at Rutgers Law School. His scholarship explores private law topics related to wealth transfer, estate planning, tax, and property through more than sixty publications, an estate planning treatise, and a law school textbook. Weisbord recently served as chair of the Trusts & Estates Section of the American Association of Law Schools and
  3. ACTEC Announces Margaret G. Lodise as New President
    Mar 12, 2026 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, DC, March 12, 2026: The American College of Trust and Estate Counsel (ACTEC) today announced that Margaret G. Lodise will serve as 2026–2027 ACTEC President. Lodise is a Partner at Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP in Los Angeles, California. She succeeds 2025–2026 ACTEC President Peter S. Gordon , a Director at Gordon, Fournaris & Mammarella, P.A. in Wilmington, Delaware. “I am honored to serve as ACTEC President and look forward to working with the Board of Regents over the next year to advance ACTEC’s mission. Together, we will continue to advance the College’s important trust and estate initiatives, including our efforts to keep trust and estate topics on bar exams and to provide ongoing education regarding important trust and estate issues for our Fellows and f
  4. ACTEC Elects New Members to the Board of Regents
    Mar 12, 2026 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, DC, March 12, 2026: The American College of Trust and Estate Counsel (ACTEC) today announced three new Regents were elected to its Board of Regents during the College’s Annual Business Meeting, held in Tampa, Florida, on Friday, March 6, 2026. ACTEC’s Board of Regents is the governing body of the College. The nominees elected for an initial three-year term ending in 2029 are: Todd A. Flubacher Patrick Francis Harney Douglas Stanley Also elected to a second three-year term ending in 2029 are: Lyat Eyal Dana G. Fitzsimons Jr. Cynthia G. Lamar-Hart Michele A.W. McKinnon Raymond Clifford Odom Jeffery T. Peetz Susan B. Shields Stephanie M. Tuthill “I am pleased to recognize our newly elected Regents. I look forward to working with the Board of Regents during this upcoming year to strengthen the t
  5. ACTEC Elects 29 New Fellows to the College
    Mar 12, 2026 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, DC–March 12, 202 6: The Board of Regents of The American College of Trust and Estate Counsel (ACTEC) convened during the College’s 2026 Annual Meeting in Tampa, Florida, to consider nominations for a new class of ACTEC Fellows. The College is pleased to announce that 29 individuals were elected: three Academic Fellows; two International Fellows (one from Canada and one from China); one Fiduciary Counsel Fellow and 23 private practice Fellows. Ten New Fellows are graduates of an ACTEC Fellows Institute. ACTEC President Margaret (Meg) G. Lodise states, “On behalf of the College, I am delighted to welcome these 29 highly regarded trust and estate lawyers and professors to the College. Their professional achievements and dedication to the field will enhance ACTEC’s collective efforts, strengthen
  6. ACTEC Elects 51 New Fellows to The College
    Nov 13, 2025 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, DC–November 13, 2025 : On October 23, the Board of Regents of The American College of Trust and Estate Counsel (ACTEC) convened during the College’s 2025 Fall Meeting in Austin, Texas, to consider nominations for a new class of ACTEC Fellows. The College is pleased to announce that 51 individuals were elected: 48 Fellows, one Academic Fellow, one International Fellow from Canada, and one International Fellow from the United Kingdom. Eleven newly elected Fellows are graduates of an ACTEC Fellows Institute , and two are Dennis I. Belcher Young Leaders . ACTEC President Peter S. Gordon states: “On behalf of the College, I welcome our newly elected Fellows, whose exceptional skill, integrity, and commitment to the profession strengthen ACTEC’s mission. Each brings deep experience and fresh insig
  7. The ACTEC Foundation Announces the 2025–2027 Dennis I. Belcher Young Leaders
    Sep 26, 2025 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, D.C.—September 25, 2025: John T. Rogers, Jr. , President of The ACTEC Foundation , and Stacy E. Singer , Chair of the ACTEC Diversity, Equity & Inclusivity Committee, are pleased to announce the Eleventh Class of Dennis I. Belcher Young Leaders. The Dennis I. Belcher Young Leaders Program was designed to foster scholarship and education in trust and estate matters, promote diversity and inclusivity, and encourage the development of potential ACTEC Fellows. Initiated in collaboration with the American Bar Association Real Property, Trust and Estate Law Section (RPTE) Fellows program, it provides successful graduates of the two-year RPTE program an opportunity to extend their participation in RPTE leadership activities through the financial support of The ACTEC Foundation. In March 2018, the p
  8. ACTEC Elects 34 New Fellows to The College
    Apr 2, 2025 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, DC–April 2, 2025 : The Board of Regents of The American College of Trust and Estate Counsel (ACTEC) convened during the College’s 2025 Annual Meeting in La Quinta, California, to consider nominations for a new class of ACTEC Fellows. The College is pleased to announce that 34 individuals were elected: 26 Fellows, one Academic Fellow, three Fiduciary Counsel Fellows, two International Fellows from Canada, one International Fellow from Japan, and Russell N. James , III , Professor of Charitable Financial Planning at Texas Tech University, was elected as an Honorary Fellow. ACTEC President Peter S. Gordon states: “On behalf of ACTEC, I welcome these experienced trust and estate lawyers to the College, and look forward to their contributions. I am honored to welcome Professor Russell N. James, I
  9. The ACTEC Foundation Announces 2025–2026 Officers and Directors
    Mar 27, 2025 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, DC, March 27, 2025: The American College of Trust and Estate Counsel (ACTEC) Foundation today announced the 2025–2026 Foundation Officers and the four new Directors elected to The Foundation’s Board on Saturday, March 22, during the ACTEC 2025 Annual Meeting in La Quinta, California. The following were elected as Officers for a one-year term ending in 2026: Lora G. Davis , Vice President, T. Randolph Harris , Treasurer, and Kendis Key Muscheid , Secretary. The following were elected as Directors for an initial three-year term ending in 2028: Farhad Aghdami , Joshua E. Husbands , Michaelle D. Rafferty , and Akane R. Suzuki . In addition, the following were elected as Directors for a second three-year term ending in 2028: Brad Bedingfield , Chasity Grice , Robert K. Kirkland , and Jeanne L. Ne
  10. ACTEC Announces Peter S. Gordon as New President
    Mar 26, 2025 · original
    FOR IMMEDIATE RELEASE Contact: Rebecca Vandall Rebecca.Vandall@actec.org 202.465.8270 Washington, DC, March 26, 2025: The American College of Trust and Estate Counsel (ACTEC) today announced that Peter S. Gordon will serve as 2025–2026 ACTEC President. Gordon is a Director at Gordon, Fournaris & Mammarella, P.A. in Wilmington, Delaware. He succeeds 2024–2025 ACTEC President Susan D. Snyder , a Senior Planner on Northern Trust’s Regional Wealth Advisor Team in Chicago, Illinois. Gordon, who has held various roles within the College since his election in 1989, was officially presented at ACTEC’s “Passing of the Gavel” ceremony on Friday, March 21, 2025, during the ACTEC Annual Business Meeting in La Quinta, California. He previously served as ACTEC’s Region Chair of the Mid-Atlantic Region, State Chair of Delaware, and Chair of both the Membership Selection Committee and the Practice Commi

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