ACTEC Estate Planning Essentials Video Library 11 - American College of Trust and Estate Counsel

ACTEC Estate Planning Essentials Video Library

Video Topics

Assets & Taxes

Powers of Attorney

Probate

Retirement

Special Needs

Speciality Topic

Wills & Trusts

Protect Your Assets and Secure Your Legacy

ACTEC Fellows provide expert insights on estate planning in this informative video series. Learn how to safeguard your assets and secure your family’s future with legal tools such as wills, trusts, and powers of attorney. Fellows also cover essential topics such as business ownership, tax obligations, and more. Don’t leave your legacy to chance—empower yourself with the knowledge to make informed decisions.

Charitable Giving Tips & Tricks

A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.

Estate Planning Considerations for Small Business Owners

Small business owners need to plan for the transition of their company in their estate plan. Learn about the impact of state laws and how to plan for estate taxes.

Utilizing Positive Psychology in Your Estate Plan

Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.

Can I Change My Irrevocable Trust?

Learn what changing an irrevocable trust entails, what it means to decant a trust, what courts can do and other pitfalls from trust and estate experts.

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.

Advance Medical Directives: Living Will, Medical Orders (MOLST & POLST), DNR

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.