Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications.
Living Trusts and the Impact on Taxes
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ACTEC Estate Planning Essentials Video Library
Video Topics
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.
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.
Getting Your Affairs in Order: Essential Legal Documents
What legal documents should we have in place to prepare for an emergency, such as the Coronavirus pandemic?
How the SECURE Act May Impact Your Retirement Plan
The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn more from the experts.
Estate Planning for a College Student or Young Adult
Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
