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
Section 2801 Final Regulations: Tax on Gifts From Expatriates
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.
What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.