Tips for financial and estate planning professionals working with transgender clients to their legal name and/or gender marker, identify documents, and powers of attorney.
Recommendations for how and when to talk with your family about your estate plan, will and other documents by expert trust and estate attorneys.
An overview of ACTEC’s resources for professionals and how it impacts the legal profession, legislation and the law by Past-President John A. Terrill II.
In honor of Women’s History Month, ACTEC looks at our history of inclusion and diversity by interviewing the first women to pave the way in the College.
ACTEC Fellow Ronald Aucutt shares his 2021 top estate planning developments and what estate planners should be aware of regarding tax changes and court decisions.
Practical questions that estate planning lawyers should ask when evaluating the value of irrevocable trusts when circumstances have changed.
Tax experts offer recommendations to grandparents on how to contribute to a student’s education without jeopardizing grants and paying taxes.
Expert lawyers discuss the use of electronic signatures and remote notarization in recent Pennsylvania decisions affecting its legal use in wills and documents.
Estate lawyers discuss the Smaldino Tax Court ruling and the mistakes made in the transactions, as well as the estate planning implications.
Understanding the efforts by a pro bono attorney and land-rights activist to return a racially motivated eminent domain property to the family’s heirs.