Experts advise lottery winners’ critical first steps to take: secure the ticket, consult advisors, stay discreet, manage media, and protect privacy and wealth.
Steps to Take After Winning the Lottery
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ACTEC Estate Planning Essentials Video Library
Video Topics
Protect Your Assets and Secure Your Legacy
ACTEC Fellows provide expert insights on estate planning in this informative video series. Learn how to safeguard your assets and secure your family’s future with legal tools such as wills, trusts, and powers of attorney. Fellows also cover essential topics such as business ownership, tax obligations, and more. Don’t leave your legacy to chance—empower yourself with the knowledge to make informed decisions.
Postmortem Planning
An overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations.
The Basics of Fiduciary Income Taxation
An explanation of fiduciary income tax and how it is different from the estate tax.
What is Portability for Estate and Gift Tax?
An explanation of portability of the estate and gift tax exemption and what to consider if electing to use it.
Direct Payment of Medical Expenses and Tuition as an Exception to the Gift Tax
Learn the dos and don’ts of paying another person’s tuition or medical bills, what qualifies as tuition and medical expenses, and how to avoid gift tax.
Pitfalls of Do-It-Yourself Estate Planning
A discussion of what consumers need to know about using do-it-yourself estate planning documents and DIY wills.
What to Expect After Hiring an Attorney
Tips on what to keep in mind when working with an attorney, including the difference between individual, joint and family representation.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
