ACTEC is committed to improving the trust and estate profession through life-long learning. ACTEC’s trust and estate resources and educational materials provide valuable information for lawyers and financial services professionals. ACTEC’s resources offer content to help advance best practices for trust and estate lawyers in order to serve clients, help the profession and inform the public.
As part of ACTEC’s mission to improve and reform probate, trust and tax laws, procedures, and professional responsibility, much of this valuable content is available without cost.
Interested in ACTEC?
Learn what it takes to become an ACTEC Fellow: Membership in ACTEC
- Resources for T&E Professionals–pdf flyer available for download
- ACTEC Fellows Institutes–The Institutes offer intensive trust and estate education over a one-year period for third through sixth-year law associates. Programs are designed to develop the trust and estate profession’s future leaders through a series of in-depth educational presentations led by outstanding subject matter experts in each field.
- ACTEC Estate Planning Essentials–This video series answers frequently asked estate planning questions for T&E professionals and the general public.
- ACTEC Trust and Estate Talk–This podcast series is for T&E and wealth management professionals. New podcasts post every Tuesday.
- Artificial Intelligence (AI) and Trust and Estate Law–A tool kit for T&E professionals.
- Capital Letters–This series offers professional insights into the legislative process behind estate tax reform, related transfer tax deliberations of the U.S. Congress, and administrative developments at the Treasury and IRS.
- Charitable Giving–A series of podcasts on various aspects of charitable planning and charitable giving, including charitable deductions, private foundations, excise taxes, Charitable Remainder Trusts (CRT), Charitable Lead Trusts (CLT), Charitable Gift Annuities, individual Donor-Advised Funds (DAF), and charitable pledges.
- Job Board–Search current job posting for T&E professionals.
- Legislative and Regulatory Comments by ACTEC–ACTEC Fellows periodically provide technical comment and expertise to the U.S. Congress, the IRS, and the Department of the Treasury in regard to proposed or existing regulations, forms or other administrative rulings.
- SECURE Act–Setting Every Community Up for Retirement Enhancement–A toolkit for understanding the SECURE Act.
- Wealth Advisor–A tool kit for T&E professionals.
