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Wills & Trusts VIDEOS
The Latest Wills & Trusts Video

Estate Tax Returns

Estate Planning experts give a step-by-step overview of the estate tax preparation and filing process. What clients should know about the return, extension, exemption, and IRS response.

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Postmortem Planning

An overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations.

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Supported Decision-Making

Experts on supported decision-making explain how this alternative to guardianship works and answer many questions families may have.

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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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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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Choosing an Executor or Trustee

Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.

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