ACTEC Estate Planning Essentials
Living Trusts and the Impact on Taxes

Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications.

Planning for a Diverse and Equitable Future

Explore the historical significance of “grandfathered” and “grandfather clause” in U.S. law, notably regarding racial discrimination, and suggestions for change.

ACTEC Estate Planning Essentials
Use of Artificial Intelligence (AI) in Creating an Estate Plan

Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.

ACTEC Estate Planning Essentials

Estate experts explain to heirs what they need to understand in an inheritance dispute, including their rights, contesting a will, and when to seek counsel.

ACTEC Estate Planning Essentials

A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.

ACTEC Estate Planning Essentials

Estate planning attorneys explain what consumers should be aware of when using AI and what their lawyer’s professional responsibilities should include.

ACTEC Estate Planning Essentials

Legal experts explain common scams against senior citizens, offer tips to avoid scams and outline steps to take if you are the victim of elder fraud.

ACTEC Estate Planning Essentials
Estate Planning for Freelancers and the Gig Economy

Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.

ACTEC Estate Planning Essentials
Tangible Personal Property in Estate Planning

Experts explain why you’ll want to add provisions regarding tangible personal property, such as furniture, vehicles, electronics, and jewelry, to your will or trust.