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Getting Your Affairs in Order: Essential Legal Documents

What legal documents should we have in place to prepare for an emergency, such as the Coronavirus pandemic? Learn more about a Durable Power of Attorney (aka Financial Power of Attorney) and Advanced Healthcare Directives - Healthcare Proxy, Living Will - in this critical video from an elder law expert.

Request for Guidance from Treasury Regarding SECURE Act

ACTEC request for interim guidance from Treasury that ACTEC believes will be needed by taxpayers in 2020 to adequately address the changes the SECURE Act made in the law relating to distributions from inherited plan accounts and IRAs after the death of the plan participant or IRA owner March 31, 2020.

The American College of Trust and Estate Counsel Elects 12 New Regents to Board of Regents

The American College of Trust and Estate Counsel (ACTEC) today announced that 12 new Regents were elected to its Board of Regents at the College’s Annual Business Meeting held Friday, March 6, 2020 in Boca Raton, Florida. ACTEC’s Board of Regents is the governing body of the College.

ACTEC submits memorandum setting forth its request for further postponement relief for tax return filings, tax payments, and certain other matters due to the COVID-19 emergency

March 27, 2020

How the SECURE Act May Impact Your Retirement Plan

The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn what you need to know from the experts at ACTEC.

CNBC references the American College of Trust and Estate Counsel for expertise in estate planning

Coronavirus fears: You have money questions, CNBC asked experts to answer them

The American College of Trust and Estate Counsel Names Stephen R. Akers as New President

The American College of Trust and Estate Counsel (ACTEC) today announced that Stephen R. Akers will serve as the College’s new President. Akers, Managing Director and Senior Fiduciary Counsel at Bessemer Trust in Dallas, Texas succeeds ACTEC Fellow John A. Terrill, II from West Conshohocken, Pennsylvania.

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Getting Your Affairs in Order: Essential Legal Documents

Request for Guidance from Treasury Regarding SECURE Act

The American College of Trust and Estate Counsel Elects 12 New Regents to Board of Regents

ACTEC submits memorandum setting forth its request for further postponement relief for tax return filings, tax payments, and certain other matters due to the COVID-19 emergency

How the SECURE Act May Impact Your Retirement Plan

CNBC references the American College of Trust and Estate Counsel for expertise in estate planning

The American College of Trust and Estate Counsel Names Stephen R. Akers as New President

Estate Planning for a College Student or Young Adult

Transferring Assets to a Minor Child

A Child's Right to Information When a Parent Dies