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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?...
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...
Estate Planning Strategies for Retiring Abroad

Estate Planning Strategies for Retiring Abroad

Estate Planning Strategies for Retiring Abroad by ACTEC Fellows Lyat Eyal and Natalie M. Perry Interested in retiring abroad? Learn what estate planning information to keep in mind when moving overseas, such as if your will or trust will be valid in another country,...
Utilizing Positive Psychology in Your Estate Plan

Utilizing Positive Psychology in Your Estate Plan

Utilizing Positive Psychology in Your Estate Plan by ACTEC Fellows Raymond C. Odom and Stacy E. Singer ACTEC Fellows  Raymond C. Odom and Stacy E. Singer discuss the role of positive psychology in estate planning. Learn about the importance of effective estate...
Special Needs Trusts

Special Needs Trusts

Special Needs Trusts by ACTEC Fellows Stacy E. Singer and Peter S. Stern A special needs trust, also known as a supplemental needs trust, is a type of irrevocable trust that can provide benefits to minors and physically or mentally challenged individuals. ACTEC...