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Pitfalls of Do-It-Yourself Estate Planning

Pitfalls of Do-It-Yourself Estate Planning

Pitfalls of Do-It-Yourself Estate Planning by ACTEC Fellows Richard R. Gans and Brian Sparks There are many do-it-yourself estate planning documents and services available online. Are these DIY documents worth it? What are the risks and pitfalls? What do consumers...
What to Expect After Hiring an Attorney

What to Expect After Hiring an Attorney

What to Expect After Hiring an Attorney by ACTEC Fellows Chang H. Chae and Toni Ann Kruse What is an engagement letter? What do consumers need to understand when hiring an attorney to represent them as an individual, a couple, or a family? ACTEC Fellow Chang H. Chae...
How to Choose an Estate Planning Attorney

How to Choose an Estate Planning Attorney

How to Choose an Estate Planning Attorney by ACTEC Fellows Richard R. Gans and Linda A. Griffin Finding and choosing an estate planning attorney can be intimidating. This video offers tips for finding and interviewing lawyers. Learn where you can go online to find...
Supported Decision-Making

Supported Decision-Making

Supported Decision-Making by ACTEC Fellows Professor David M. English and Tara Anne Pleat An alternative to guardianship for individuals with developmental disabilities is supported decision-making. When is supported decision-making appropriate and when is it not?...
Inheritance and Estate Settlement

Inheritance and Estate Settlement

Inheritance and Estate Settlement by ACTEC Fellows Jean Gordon Carter and Kerri L.S. Mast​ After the death of a loved one, survivors want to know, when will I receive my inheritance? What happens to a person’s assets after they pass away? What if a person dies without...
Motivating Heirs with an Incentive Trust

Motivating Heirs with an Incentive Trust

Motivating Heirs with an Incentive Trust by ACTEC Fellows Tami Conetta and Thomas E. Simmons An incentive trust is an estate planning tool that includes benchmarks that trigger the trustee making greater or fewer trust distributions when a particular conduct or...