Publications and Videos for Estate Planning Professionals

The Advance Directives: Counseling Guide for Lawyers

ABA-guideThe ABA Commission on Law and Aging has released a new free tool, The Advance Directives: Counseling Guide for Lawyers. Research on advance care planning shows that people talk to their lawyers as much or more often than to their doctors about advance directives. The Guide will help lawyers provide more effective health care advance directives for their clients. It provides a counseling checklist and eight practice principles through the advance care planning process, plus an extensive resource list of tools to help clients sort through their personal values, goals, and wishes regarding future health care decisions. 

Engagement Letters

Engagement-Letters

The American College of Trust and Estate Counsel released the 3rd Edition of Engagement Letters, created by the ACTEC Professional Conduct Committee with the financial support of the Foundation. The Engagement Letters are a critical step in creating professional relationships with clients.

Rules of Professional Conduct

Model-Rules-of-Professional-Conduct

The ACTEC Commentaries on the Model Rules of Professional Conduct continues the tradition of providing guidance particular to estate and trust practitioners. The Fifth Edition update to the Commentaries takes account of amendments to the Model Rules adopted since the 2005 Fourth Edition, including those proposed by the American Bar Association Commission on Ethics 20/20 as adopted by the ABA in 2012 and 2013.

ACTEC Law Journal

ACTEC Law Journal is a unique, high level academic journal which not only explores tax, trust and estate topics in depth, but deals with the practical consequences and applications of the rapidly changing rules in these areas of law. It is published three times a year and mailed free of charge to ABA-accredited law schools.

ACTEC Law Journal welcomes the submission of articles. Articles should be submitted to the editor at journal@actec.org. Potential authors are encouraged to consult ACTEC Law Journal’s Information for Authors and Author’s Agreement and ACTEC Law Journal Brief Guide to Citation Form.

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Estate Planning and Trust Management for a Brave New World

ACTEC_talk_E33-36VIDEO

“Estate Planning and Trust Management for a Brave New World: It’s All in the Family, What’s A Family?” was a lecture presented to the College by Fellow Hugh Magill during ACTEC’s Annual Meeting in March of 2018. Hugh has given us permission to share his full 90-minute live audio presentation and corresponding slides with the ACTEC Trust and Estate Talk audience.

The presentation covers:

  • How changing demographics and multiple generations impact the current world of estate planning and trust management,
  • How trust need to evolve to serve new family dynamics,
  •  Life expectancy trends and its implications.

Quicken Fiduciary Accounting Templates

Templates that can be used with Quicken to effectively produce accounting reports for estates and trusts that conform to the National Accounting Standards and Model Account Formats.