General Estate Planning - American College of Trust and Estate Counsel

General Estate Planning

Podcast Topics

ACTEC Capital Letters

ACTEC Guidance & Comments

Art & Alternative Assets

Business Planning

Charitable Planning

Diversity, Equity & Inclusivity

Family Law

General Estate Planning

International T&E

IRS / Tax Guidance

Pandemic Related Issues

T&E Administration

T&E Litigation

Technology Recommendations

Uniform Law, Multi-State Issues & Laws

Guidance on Advising Clients Regarding Taxes, Trusts and Estates, and Recent Legislation

ACTEC Fellows provide essential insights on estate planning, taxation, and recent legislation. Their expert guidance helps estate planners and wealth management advisors navigate complexities, avoid common pitfalls, and more effectively manage their practices.

Should Lawyers Serve as Trustees? What to Consider Before Saying Yes

Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role.

Divorce and Estate Planning: Key Considerations Before the Divorce Is Final

Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection.

Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Their ‘Love Story’

Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples.

Premarital Planning: What to Know and Do Before ‘Going to the Chapel’

Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.

Trust Modification: When Flexibility Conflicts With Settlor Intent

Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.

Liability of Executors and Transferees for Estate Taxes

Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.

Section 2801 Final Regulations: Tax on Gifts From Expatriates

Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.