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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

Transferring Assets to a Minor Child

Transferring Assets to a Minor Child

How to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 plans, naming a caregiver for a minor child in a Will and more.