Diversity, Equity & Inclusivity 3 - American College of Trust and Estate Counsel

Diversity, Equity & Inclusivity

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

Estate Planning Tips for Special Needs and Diminishing Capacity Individuals

ACTEC Fellows provide estate planning tips for individuals with special needs. Topics include supported decision-making, Special Needs Trusts (SNTs), and assistance for disabled individuals.

Counting Down, Counting Up, Flourishing: Part 4 of 4

Explore estate planning that goes beyond money—trusts, family well-being, and legacy strategies to help future generations flourish.

Top 10 Recommendations for Planning Retirement Benefits under the SECURE Act

Planning for retirement benefits under the SECURE Act is complicated. Hear the top ten recommendations from a trust and estate expert when planning distributions.

The Calling of the Counselor in Counseling Families – Part 3 of 3

The conclusion of the 2022 Trachtman Memorial Lecture by Ron Aucutt, where he shares his wisdom and offers closing thoughts for estate counselors.

The Calling of the Counselor in Counseling Families – Part 2 of 3

Ron Aucutt shares his recommendations to trust and estate professionals on how to help clients nourish their family legacies in Part 2 of 3 of the Trachtman Lecture.

The Calling of the Counselor in Counseling Families – Part 1 of 3

Part 1 of 3 of 2022 Trachtman Memorial Lecture by Ron Aucutt, encouraging practitioners to help clients identify and build a legacy of shared family values.

The Calling of the Counselor in Counseling Families: Overview

A synopsis of the 2022 Trachtman Memorial Lecture by Ronald D. Aucutt, where he encourages practitioners and shares strategies to help clients identify and build a legacy.

Advising Transgender Clients on Estate Planning and Vital Records

“Advising Transgender Clients on Estate Planning and Vital Records,” that’s the subject of today's ACTEC Trust and Estate Talk. Transcript/Show Notes This is Natalie Perry, ACTEC Fellow from Chicago, Illinois. Transgender, or trans, people may decide to change their legal name and/or gender marker...