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Supported Decision-Making

Supported Decision-Making

Jun 22, 2021 | ACTEC Trust & Estate Talk Podcasts, Diversity, Equity & Inclusivity

Supported Decision-Making “Supported Decision-Making,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Jean Gordon Carter, an ACTEC Fellow from Raleigh, North Carolina. Supported decision-making is a promising alternative to...
Supported Decision-Making

Supported Decision-Making

Apr 22, 2021 | ACTEC Estate Planning Essentials Video Library, Special Needs, Wills & Trusts

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

Sep 24, 2020 | ACTEC Estate Planning Essentials Video Library, Wills & Trusts

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

Aug 7, 2020 | ACTEC Estate Planning Essentials Video Library, Wills & Trusts

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

Jun 18, 2020 | ACTEC Estate Planning Essentials Video Library, Retirement, Speciality Topic

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...
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