Voices of The ACTEC Foundation: ACTEC Estate Planning Essentials
ACTEC Fellow and Executive Producer Stacy Singer describes the value of the ACTEC Estate Planning Essentials videos where Fellows explain trust and estate planning basics. This series is a valuable resource for your clients, family and friends.
Additional videos from The Voices of The ACTEC Foundation series:
- Dennis I. Belcher Young Leaders Program
- Mary Moers Wenig Student Writing Competition
- Wills for the Underserved Program
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Useful But Overlooked Trusts: A Planner’s Guide to When and How to Use Them
Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs.
How Cultural Awareness Improves Estate Planning Outcomes
How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance.
Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.
