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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Wills & Trusts
Video Topics
Planning for the Future: Protecting Your Legacy With Wills and Trusts
Wills and trusts are essential legal tools for managing and distributing assets after death. While they share similar goals, each serves a distinct purpose in estate planning. Explore the differences, how to select an executor or trustee, and the risks of do-it-yourself estate planning.
Postmortem Planning
An overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations.
Direct Payment of Medical Expenses and Tuition as an Exception to the Gift Tax
Learn the dos and don’ts of paying another person’s tuition or medical bills, what qualifies as tuition and medical expenses, and how to avoid gift tax.
Pitfalls of Do-It-Yourself Estate Planning
A discussion of what consumers need to know about using do-it-yourself estate planning documents and DIY wills.
What to Expect After Hiring an Attorney
Tips on what to keep in mind when working with an attorney, including the difference between individual, joint and family representation.
How to Choose an Estate Planning Attorney
Finding and choosing an estate planning attorney can be intimidating. Learn where you can go online to find qualified estate planning attorneys.
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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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
