General Estate Planning - American College of Trust and Estate Counsel

General Estate Planning

Podcast Topics

ACTEC Capital Letters

ACTEC Guidance & Comments

Art & Alternative Assets

Business Planning

Charitable Planning

Diversity, Equity & Inclusivity

Family Law

General Estate Planning

International T&E

IRS / Tax Guidance

Pandemic Related Issues

T&E Administration

T&E Litigation

Technology Recommendations

Uniform Law, Multi-State Issues & Laws

Guidance on Advising Clients Regarding Taxes, Trusts and Estates, and Recent Legislation

ACTEC Fellows provide essential insights on estate planning, taxation, and recent legislation. Their expert guidance helps estate planners and wealth management advisors navigate complexities, avoid common pitfalls, and more effectively manage their practices.

Trust Funding Options

Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.

Disaster Preparedness for Trust and Estate Planning

Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.

Hiring the Next Generation of Trust and Estate Attorneys

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.

Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations

Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.

Estate Planning Considerations in Community Property States Relating to Retirement Accounts

Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.

When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep

When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship.

Useful But Overlooked Trusts: A Planner’s Guide to When and How to Use Them

Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs.