Voices of The ACTEC Foundation: ACTEC Estate Planning Essentials
ACTEC Fellow and Executive Producer Stacy Singer describes the value of the ACTEC Estate Planning Essentials videos where Fellows explain trust and estate planning basics. This series is a valuable resource for your clients, family and friends.
Additional videos from The Voices of The ACTEC Foundation series:
- Dennis I. Belcher Young Leaders Program
- Mary Moers Wenig Student Writing Competition
- Wills for the Underserved Program
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Estate tax apportionment isn’t always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality.
Planning With Directed Trusts
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.