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.
Conduit and accumulation trusts have changed under the SECURE Act. Learn how to mix and match under the new law.
Understanding the SECURE Act’s impact on common estate planning issues such as naming surviving spouses and adult children as beneficiaries.
The ACTEC Foundation’s first Distinguished Service Award was presented jointly to Judith W. and Howard M. McCue during the 2020 Annual Meeting in March.
Recommendations for trust and estate attorneys as to what to discuss with clients and next steps following the SECURE Act.
The ACTEC Foundation today announced the launch of a Wills for the Underserved Program, a mentorship program funded by The ACTEC Foundation.
Advance directives are documents that express an individual’s health care wishes. Learn more about a Living Will, Healthcare Proxy, MOLST, POLST, and DNR orders.
Experts discuss how to build autonomy in estate planning with next-generation beneficiaries through trust, purpose and opportunity grants.
What legal documents should we have in place to prepare for an emergency, such as the Coronavirus pandemic?
Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Estate Talk podcast.
The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn more from the experts.
ACTEC Fellows discuss the importance of creating positive experiences for beneficiaries in your estate plan.
What can you do when co-trustees disagree? How can you resolve trustee deadlocks? Learn more in this podcast.
Experts explain the characteristics of alternative investments, the risks associated with them, and how to identify the estate planning risks.
Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.
Learn about the guardianship policies of substituted judgment and best interest that guardians should consider when making decisions for a vulnerable person.
The ACTEC Foundation reports on Grant Recipient, Danaya Wright, the Lloyd Leva Plaine Distinguished Lecture by Michael Greenwald and more.
Powers of Attorney and Guardianship vary from state to state and internationally. Learn more about their portability and what’s recognized overseas.
How to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 plans, naming a caregiver for a minor child in a Will and more.
Social Security and Medicare, the federal and state income taxation of Social Security, the ability of dependents to receive those benefits, self-employment tax and more in this podcast.
ACTEC Fellows explain the impact of judicial notice of facts and judicial notice of law surrounding evidence and litigation of trusts and estates.
The ins and outs of lay witness opinion testimony. A discussion of evidentiary issues surrounding lay people and Federal Rules of Evidence.
What to keep in mind when dealing with intrafamily business transactions, sales, and loans to avoid the scrutiny they receive from the IRS and the courts.
What are your rights to information in a Will after the death of your parent or relative? Do you need a lawyer? Learn these answers and more in this video.