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Levitan v. Rosen Case

Levitan v. Rosen Case

Are trusts considered marital property? A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer considerations when drafting of marital property provisions in trust documents.

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Self-Settled Spendthrift Trusts

Self-Settled Spendthrift Trusts

“Self-settled spendthrift trusts,” that's the subject of today's ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. To give us more information on the topic of minimizing the risk of challenge to...

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The SECURE Act

The SECURE Act

Understand the impacts of the SECURE Act and how it may affect non-spouse beneficiaries of retirement accounts.

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5 Reasons to Update Your Estate Plan

5 Reasons to Update Your Estate Plan

ACTEC Fellows discuss 5 reasons why you may want to update your Will and Estate Plan, such as after a move or divorce, when your children have grown or have substance abuse problems, or if you own a business.

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Charitable Gift Annuities

Charitable Gift Annuities

A Charitable Gift Annuity is a simple and cost effective estate planning tool that benefits charities and donors during their lifetime. Learn more from an expert on the subject.

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