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...
How the SECURE Act May Impact Your Retirement Plan by ACTEC Fellows Steven E. Trytten and Nancy H. Welber The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. ACTEC Fellows Steven E. Trytten and Nancy H....
Digital Asset Management in Life and Death by ACTEC Fellows Stacy E. Singer and Suzanne Brown Walsh Understand how to plan for your digital assets, such as photos, email accounts and passwords, during life and in your estate documents. ACTEC Fellows Stacy E. Singer...
Should I Sign New Estate Planning Documents When I Move to a New State? by ACTEC Fellows Jonathan Michael and Anita Sarafa Understand why it’s important to review and update your estate planning documents, such as a Will, Power of Attorney, and Revocable Trust,...
