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American College of Trust and Estate Counsel (ACTEC)

About the ACTEC


  • President: Stephen R. Akers

Mission and History

The American College of Trust and Estate Counsel (ACTEC) is a nationwide professional organization of lawyers who work in the fields of law pertaining to the transfer of wealth and assets during life and after death, as well as the tax implications that are associated with such transfers.

The organization serves both as a place where estate and probate attorneys who have made significant contributions to the field can discuss and share their ideas, and as a body that can make informed comment to Congress and other legislative bodies, as well as file amicus curiae briefs in important cases within that field.

Founded in 1949, the organization is an invitation-only group. More than 2,600 Fellows have been designated by the ACTEC. Fellows practice or teach primarily in the United States, although fellows can also be found in Canada and other countries outside the U.S. The national headquarters of the organization is in Washington, D.C.

Candidates for election to the College must meet rigorous eligibility criteria including, but not limited to, demonstrated skill and significant contributions to the field of trust and estate law and no less than ten years experience in the active private practice of probate and trust law or estate planning. The members of the organization are "Fellows."

The American College of Trust and Estate Counsel seeks to improve trust, estate and tax laws, as well as the procedures and ethics of attorneys who work in those fields. The College frequently shares publications by members and conducts continuing legal education (CLE) seminars. Areas of law the organization covers include planning the transfer of assets during and after life, trust administration, estates, guardianships, conservatorships, benefits , charitable gifts and any tax concerns that stem from these issues.




Board of Regents

Stephen R Akers
Dallas, TX
Ann B Burns
Minneapolis, MN
Robert W Goldman
Vice President
Naples, FL
Kurt A Sommer
Santa Fe, NM
Susan D. Snyder
Susan D. Snyder
Chicago, IL
John Abbott Terrill II
Immediate Past President
Conshohocken, PA
Elaine M Bucher
Member at Large
Boca Raton, FL
Keith Bradoc Gallant
Member at Large
New Haven, CT
Peter S. Gordon
Peter S. Gordon
Member at Large
Wilmington, DE

ACTEC Fellows Active on Lawyer Legion

Margaret Glahn Lodise
Sacks Glazier et al LLP
Los Angeles, CA
View Profile
Terrence Mark Franklin
Sacks Glazier Franklin & Lodise LLP
Los Angeles, CA
View Profile
Rudy L Ogburn
Young Moore and Henderson, P.A.
Raleigh, NC
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Frederick R. Franke, Jr.
Law Office of Frederick R. Franke, Jr LLC
Annapolis, MD
View Profile
Kevin Patrick Urbatsch
The Urbatsch Law Firm, P.C.
Pleasant Hill, CA
View Profile
David Goldfarb
Goldfarb Abrandt Salzman & Kutzin LLP
New York, NY
View Profile

Contact the ACTEC

American College of Trust and Estate Counsel (ACTEC)
901 15th Street Northwest Suite 525
Washington, 20005

Fellowship in ACTEC

To become a fellow in ACTEC, an attorney must have an outstanding reputation as a lawyer who works in the trust and estates field. An ACTEC fellow must then nominate the attorney. The nominee is carefully reviewed by the state and national membership selection committee.

The regents, which are the governing body, then vote on whether the nominee will be accepted as a fellow. The organization does not consider applications.

Fellows' names are entered into a publicly searchable database on the organization's website. Member of the public can use the database to find a reputable and knowledgeable estate or trusts attorney.

Publications and commentary written by the fellows are made available to the membership, offering the writer greater circulation of his or her work and the reader another perspective on estate and trust issues.

The organization has six different types of membership including Fellow, International Fellow, Academic Fellow, Judicial Fellow, Honorary Fellow and Retired Fellow.

Directory of Trust and Estate Attorneys in the United States

Lawyer Legion maintains a national directory of estate and probate law attorneys in the United States which includes both ACTEC Fellows and non-members. To help the public find the best choices when searching for a trust and estate lawyer, Lawyer Legion recognizes attorneys for their involvement and leadership within the ACTEC and other professional associations. This includes recognition for ACTEC fellows who have updated their Lawyer Legion profile with information about their involvement with the ACTEC.

Use this directory to find an estate lawyer in your local area. Start by choosing your state from the list below.

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