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Estate Planning Essentials

Planning Guide

ACTEC Estate Planning Essentials

This video series asks some of our Fellows to answer frequently asked estate planning questions. From advance medical directives to divorce considerations to utilizing positive psychology when creating a plan, you’ll find the answers here.

​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.

Our Estate Planning Essentials videos are provided in the following categories:

Planning Videos

Power of Attorney

Planning Videos

Probate

The Dissatisfied Heir

by ACTEC Fellows Elizabeth K. Arias and Jean Gordon Carter In the realm of inheritance disputes, ACTEC Fellows answer a critical question: Can one sue if excluded from a family member's will? Understand who is generally guaranteed the right to inherit. The paramount...

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Planning Videos

Retirement

Planning Videos

Special Needs

Planning Videos

Wills & Trusts

The Dissatisfied Heir

by ACTEC Fellows Elizabeth K. Arias and Jean Gordon Carter In the realm of inheritance disputes, ACTEC Fellows answer a critical question: Can one sue if excluded from a family member's will? Understand who is generally guaranteed the right to inherit. The paramount...

read more

Estate Tax Returns

Estate Planning experts give a step-by-step overview of the estate tax preparation and filing process. What clients should know about the return, extension, exemption, and IRS response.

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Planning Videos

Assets

Planning Videos

Estate Planning for Business Owners