Learn the benefits and pitfalls of incentive trusts when motiving heirs or beneficiaries and rewarding behavior.
A review of the dangers of borrowing from a charitable endowment fund during the 2020 pandemic and financial crisis.
The American College of Trust and Estate Counsel mourns the death of ACTEC’s 41st President L. Henry Gissel, Jr., who passed away on Tuesday, September 15, 2020.
What is ante-mortem probate? How does it differ from premortem probate and is it the ultimate will contest prevention technique?
A discussion of disclosure, attorney–client privilege, work-product doctrine, and what to keep in mind in the event of a will or trust contest.
Understand when gift tax comes into play, how the age of the recipient impacts gift tax, efficient ways to transfer property, the annual exclusion and more from experts.
An explanation of how the SECURE Act impacts special needs trusts, AMBTs, and disabled and chronically ill beneficiaries from experts in the subject.
Fellows of ACTEC are sharing their planning expertise via a new resource portal accessible to assist individuals, families, trust and estate lawyers, students and wealth management professionals.
Unique insight into possible estate and gift tax legislation, transfer tax legislation, during and following the 2020 election year.
Reviewing and creating estate planning documents - POA, medical directives and living wills during the COVID-19 pandemic.