ACTEC @ACTECNEWS
The American College of Trust and Estate Counsel actec.org Washington, DC Joined October 2009-
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Learn the differences between wills and trusts, how probate works, and why revocable trusts, powers of attorney, and healthcare directives matter. #EstatePlanning #ACTEC #probate #willandtrust actec.org/resource-cente…
Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls. #estateplanning #actec actecfoundation.org/podcasts/feder…
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality. #ArtificialIntelligence #LegalTech actecfoundation.org/podcasts/using…
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration. #DirectedTrusts #TrustAdministration #ACTEC actecfoundation.org/podcasts/plann…
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management. #estateplanning #ACTEC actecfoundation.org/podcasts/desig…
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families. #familyoffice #estateplanning #trust #wealthmanagement actecfoundation.org/podcasts/moder…
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs. #ACTEC #familyoffice #estateplanning actecfoundation.org/podcasts/famil…
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals. #ACTEC #inclusion #diversity actecfoundation.org/podcasts/neuro…
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture) #ACTEC #EstatePlanning #neurodiversity actecfoundation.org/podcasts/neuro…
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of “normal,” redefining differences, and highlighting how every brain processes the world uniquely. #EstatePlanning #ACTEC #neurodiversity actecfoundation.org/podcasts/neuro…
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning. #estateplanning #networth #ACTEC #WealthManagement actecfoundation.org/podcasts/priva…
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. #trustfunding #estateplanning #actec actecfoundation.org/podcasts/trust…
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors. #charitablegiving #disasterassistance #actec actecfoundation.org/podcasts/chari…
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows. #disaster #estateplanning #financialplanning #ACTEC actecfoundation.org/podcasts/disas…
Learn how #TrumpAccounts work, including eligibility, $1,000 government contributions, tax rules, and how they compare to 529 plans and UTMAs for saving for children. #ACTEC #estateplanning actec.org/resource-cente…
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession. #lawfirms #estateplanning #actec #Mentorship actecfoundation.org/podcasts/hirin…
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. #estateplanning #TrumpAccounts #ACTEC actecfoundation.org/podcasts/trump…
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning. #EstatePlanning #CommunityProperty #RetirementPlanning #ACTEC actecfoundation.org/podcasts/commu…
When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship. #ACTEC #EstatePlanning #DivorcePlanning #FamilyLaw #WealthPlanning actecfoundation.org/podcasts/paren…
Updated for 2026, this video explains how AI is used in estate planning, what families should know, and why attorney oversight and verification matter. #estateplanning #actec #ArtificialInteligence actec.org/resource-cente…
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The Guardian @guardian
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BBC News (World) @BBCWorld
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