ACTEC Family Estate Planning Guide

The ACTEC Foundation is proud to sponsor the video series “ACTEC Family Estate Planning Guide”

Bernard A. Krooks

Professor Mary F. Radford


The American College of Trust and Estate Counsel, the leading association of trust and estate lawyers and trust counsel peer-elected to membership, recently launched the first two in a series of YouTube videos briefs created to offer people insight into the fundamentals of wills and trusts essential to protecting the financial interests of families.

The videos feature 10-minute talks presented by ACTEC Fellows who speak to a live audience highlighting common questions and worse case scenarios that illustrate the value of preparing an estate plan customized to the needs of a family. The speakers offer insights targeted to help families plan and protect their assets and personal well-being and explain terms to help viewers engage in an informed discussion with their lawyer or advisor.

“The video series gives ACTEC a platform to address frequently-asked questions and share the vast experience of our practitioners directly with consumers,” said ACTEC President Cynda C. Ottaway. “ACTEC members serve a spectrum of clients – from individuals of modest wealth to large family businesses with complex interests – and our goal is to offer an educational resource to encourage planning for families of any means.”