ACTEC Estate Planning Essentials
Tax experts offer recommendations to grandparents and benefactors on how to contribute to a student’s education without jeopardizing grants and paying taxes.
Videos
ACTEC Estate Planning Essentials
Trust and estate lawyers offer recommendations for how to have critical conversations with your parents about end-of-life planning and estate documents.
Planning for a Diverse and Equitable Future
Trust and estate lawyers discuss the importance of mentoring young lawyers from diverse backgrounds and encouraging their participation in affinity bars.
ACTEC Estate Planning Essentials
Answers to your life insurance policy regarding ownership, insurance options, an explanation of irrevocable life insurance trust and more from an estate expert.
ACTEC Estate Planning Essentials
A general overview of the risks and rewards associated with term and permanent life insurance policies and factors to consider in choosing the right policy.
Planning for a Diverse and Equitable Future
A multi-faceted discussion between legal professionals of the impact of faith on end-of-year giving regarding Christianity, Judaism and Islam.
ACTEC Estate Planning Essentials
Estate Planning experts give a step-by-step of the estate tax preparation and filing process, what’s required, extensions, exemptions, and the IRS’ response.
Planning for a Diverse and Equitable Future
Overview of options for those with special needs, including alternatives to guardianship, Supported Decision-Making, POA, healthcare proxies, MOLST and more.
ACTEC Estate Planning Essentials
Estate planning attorneys explain what is involved in estate administration, the duration, distributions of assets, and what happens if there is no will.
ACTEC Estate Planning Essentials
An overview of what estate planning decisions can be made pre-mortem and postmortem, including tax implications, decanting, and portability considerations.