Family Estate Planning Guide
Planning Guide

Family Estate Planning Guide

The American College of Trust and Estate Counsel, ACTEC, is an association of highly respected lawyers and law professors skilled and experienced in the preparation of wills and trusts; estate planning; and probate procedure and administration of trusts and estates of decedents, minors and incapacitated individuals. We have tapped some of our most honored ACTEC Fellows to help explain to families some the basics of wills, estate planning, and guardianship.

The Family Estate Planning Guide offers families insight into the fundamentals of wills and trusts. “The video series gives ACTEC a platform to address frequently-asked questions and share the vast experience of our practitioners directly with consumers,” said ACTEC Past President Cynda C. Ottaway. “ACTEC Fellows serve a spectrum of clients – from individuals of modest wealth to large family businesses with complex interests – and our goal is to offer an educational resource to encourage planning for families of any means.”

Family Estate Planning Guide Videos

Special Needs Trusts

Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.

read more

5 Reasons to Update Your Estate Plan

ACTEC Fellows discuss 5 reasons why you may want to update your Will and Estate Plan, such as after a move or divorce, when your children have grown or have substance abuse problems, or if you own a business.

read more

Choosing an Executor or Trustee

Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.

read more

What is Probate?

ACTEC Fellows discuss “What is Probate? in this informative short video for individuals and families.

read more