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Giving Tuesday

Giving Tuesday

Consider supporting The ACTEC Foundation on Giving Tuesday. Your donations support trust and estate education and the profession.

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The ACTEC Foundation 2020 Fall Meeting Newsletter

President's Message In this issue, you will find articles on several Foundation projects, including a recent grant The ACTEC Foundation made to The Commons Law Center. This grant will help provide estate planning services to lower income people in Portland, Oregon.   ...

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Special Needs Trusts

Special Needs Trusts

Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.

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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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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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