ACTEC Content Available to Share
The American College of Trust and Estate Counsel has produced content for the general public that is available to link to and embed in websites. Please click on the series logo to jump to that section of the webpage. If you have any questions or recommendations, please email marketing@actec.org.
ACTEC Social Media
Please follow and share ACTEC’s social media sites. We find that LinkedIn and Twitter are wonderful platforms to share information with professionals, and Facebook and YouTube work well with families and professionals. Sharing ACTEC content is a great way to provide reliable information to your followers and network.
ACTEC posts at least once a week to our social media sites:
- LinkedIn https://www.linkedin.com/company/american-college-of-trust-and-estate-counsel
- X: https://twitter.com/ACTECNEWS
- Facebook https://www.facebook.com/actecfellow
- YouTube http://youtube.com/actecorg
ACTEC Trust and Estate Talk
ACTEC offers the best and brightest lawyers in the trust and estate field. The ACTEC Trust and Estate Talk podcast series launched in February 2018. The podcast features many of the speakers from our meetings. Please share the podcasts when posted to Facebook, LinkedIn or X.
- List of all podcasts https://actecfoundation.org/blog/podcasts/
You may embed an ACTEC Trust and Estate Talk podcast to your website. Go to the webpage of the podcast you are interested in. Select the </> symbol in the podcast player (circled in red below).
A window will open with the embed code (sample below). Copy and paste the code into your webpage.
ACTEC Estate Planning Essentials
The ACTEC Estate Planning Essentials is a series of videos that offer insight into the fundamentals of wills and trusts. The content developed by ACTEC Fellows is available for you to send as links to clients and embed on your firm’s website. To utilize, send your webmaster the link to this webpage or copy the code below.
Embed the Playlist of All Available Videos
Below you can see how a playlist looks and responds on a webpage. The advantage to embedding the playlist is that as ACTEC adds new videos to the series, they will automatically appear on your website. The three horizontal lines in the upper corner of the video window show the number of videos in the playlist and, when clicked, a list of available videos.
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Individual Videos to Share
Use of Artificial Intelligence (AI) in Creating an Estate Plan
LINK: https://youtu.be/eVRTvGBef-A
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The Dissatisfied Heir | Inheritance Dispute
LINK: https://youtu.be/g93EuPM4TLw
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Charitable Giving Tips & Tricks
LINK: https://youtu.be/8dGp3RfirnM
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Artificial Intelligence (AI) and Planning Your Estate
LINK: https://youtu.be/1A6e2X83juw
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Pitfalls of Pay on Death (POD) Accounts
LINK: https://youtu.be/og6NYztcALk
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Estate Planning for Freelancers and the Gig Economy
LINK: https://youtu.be/aIK_BFHNgKo
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Tangible Personal Property in Estate Planning
LINK: https://youtu.be/QFmSjAZzavs
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Funding Your Revocable Trust and Other Critical Steps
LINK: https://youtu.be/TkwvKZ6HTpo
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Should I Serve as a Health Care Agent Under a Power of Attorney?
LINK: https://youtu.be/v7dDP1q6elo
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Should I Serve as an Agent Under a Financial Power of Attorney (POA)?
LINK: https://youtu.be/PpZqe46NLzQ
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Should I Serve as a Trustee?
LINK: https://youtu.be/_OZQK8TlQw8
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Should I Serve as an Executor?
LINK: https://youtu.be/TQzWUJl4dro
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Tips for Seniors to Avoid Scams
LINK: https://youtu.be/PL75c5vTA1w
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Managing Guns in Your Estate
LINK: https://youtu.be/KsSt8iV7Mmk
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Understanding Special Needs Trusts
LINK: https://youtu.be/4sOoHghPHNM
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Tips for Individuals Living Alone (Pt. 1 of 2)
LINK: https://youtu.be/0P4iPXvoSI8
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Tips for Individuals Living Alone (Pt. 2 of 2)
LINK: https://youtu.be/wq6hV8Lg5zw
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Preparing for Your Initial Estate Planning Meeting
LINK: https://youtu.be/Mc9rlrxZjhc
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Common IRA Beneficiary Scenarios
LINK: https://youtu.be/CoaUtzBUhOA
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Understanding Cryptocurrency in Estate Planning
LINK: https://youtu.be/iBwiDDF5_oY
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Tips for Managing Digital Assets of a Deceased or Disabled Person
LINK: https://youtu.be/uqCncE6MUXU
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529 Plan Pros and Cons
LINK: https://youtu.be/fLJ8l-npf_I
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When and How to Use a Prenuptial Agreement
LINK: https://youtu.be/m2rnLIK0ckE
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Key Roles Involved in an Estate Plan
LINK: https://youtu.be/7Hzrw2KuGIY
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Can I Do a Will for Myself?
LINK: https://youtu.be/48d39uAsZ1s
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How to Talk with Your Family About Estate Planning
LINK: https://youtu.be/TgBMdax4VTo
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How to Pay for College for a Grandchild or Someone Else
LINK: https://youtu.be/NrDCnjmCiEY
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How to Talk With Your Parents About Estate Planning
LINK: https://youtu.be/GFr1czeem1M
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Understanding Life Insurance Policy Ownership
LINK: https://youtu.be/V0SFUAPKbhE
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Life Insurance Policies and Estate Planning
LINK: https://youtu.be/Cp17wX-HvDc
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Estate Tax Return
LINK: https://youtu.be/neq_BM-e7XE
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What is Estate Administration?
LINK: https://youtu.be/krtsscXpJxI
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Postmortem Planning
LINK: https://youtu.be/SR-nPAmQVFg
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The Basics of Fiduciary Income Taxation
LINK: https://youtu.be/U2jnET86VtE
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Direct Payment of Medical Expenses and Tuition as an Exception to the Gift Tax
LINK: https://youtu.be/AelqzYql71U
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What is Portability for Estate and Gift Tax?
LINK: https://youtu.be/Pdf4D7ec0bk
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Pitfalls of Do-It-Yourself Estate Planning
LINK: https://youtu.be/3PmqWOWHtkk
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How to Choose an Estate Planning Attorney
LINK: https://youtu.be/O7OQJFI7pGw
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Alternatives to Guardianship
LINK: https://youtu.be/kVyhMFxwGR0
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Supported Decision-Making
LINK: https://youtu.be/dwt2icfbxJo
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Should your Adult Child be a Co-Signer on your Bank Account?
LINK: https://youtu.be/dPokfEWqNd8
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Inheritance and Estate Settlement
LINK: https://youtu.be/Ucl0_Gg14wE
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Common Ways to Title Your Home
LINK: https://youtu.be/S9Xx6t-oNwE
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Social Security Retirement Age and Benefits
LINK: https://youtu.be/hp50FEVXCrk
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Owning Property and Titling Assets
LINK: https://youtu.be/J4hWe2RFgJE
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Gift Tax Exemption
LINK: https://youtu.be/p5E8kacfTUo
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Who Pays Taxes of a Gift
LINK: https://youtu.be/j3KSFJ6n6-4
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What is Community Property
LINK: https://youtu.be/Ge9jgDSXhak
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Motiving Heirs with an Incentive Trust
LINK: https://youtu.be/pQiXLZ0f9AM
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Gift Tax, the Annual Exclusion and Estate Planning
LINK: https://youtu.be/Zu6DAIn3pgo
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Estate Planning in the 2020 Election Year
LINK: https://youtu.be/o5mTK8hUO44
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Estate Planning Strategies for Retiring Abroad
LINK: https://youtu.be/LXFwem-MhsM
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CARES ACT RMD WAIVER
LINK: https://youtu.be/hAZZRBDtzf8
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ESTATE PLANNING CONSIDERATIONS FOR SMALL BUSINESS OWNERS
LINK: https://youtu.be/NtZMFa2ddv0
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UTILIZING POSITIVE PSYCHOLOGY IN YOUR ESTATE PLAN
LINK: https://youtu.be/c23GN9IMkcQ
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CAN I CHANGE MY IRREVOCABLE TRUST?
LINK: https://youtu.be/ELOveRZTv8g
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SPECIAL NEEDS TRUSTS
LINK: https://youtu.be/H4EefPElB6w
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ADVANCE MEDICAL DIRECTIVES
LINK: https://youtu.be/42ixwv2foCI
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GETTING YOUR AFFAIRS IN ORDER: ESSENTIAL LEGAL DOCUMENTS
LINK: https://youtu.be/TDZVx8prbbQ
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HOW THE SECURE ACT MAY IMPACT YOUR RETIREMENT PLAN
LINK: https://youtu.be/oZdvgpS8Ljw
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ESTATE PLANNING FOR A COLLEGE STUDENT OR YOUNG ADULT
LINK: https://youtu.be/hQJjGXii1DA
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TRANSFERRING ASSETS TO A MINOR CHILD
LINK: https://youtu.be/RZnJIWNGR-o
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COORDINATING BENEFICIARY DESIGNATIONS WITH THE OVERALL ESTATE PLAN
LINK: https://youtu.be/FslftcgxYLg
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DIGITAL ASSET MANAGEMENT IN LIFE AND DEATH
LINK: https://youtu.be/puCH3E6WEsw
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5 REASONS TO UPDATE YOUR ESTATE PLAN
LINK: https://youtu.be/Q7b_J_1WyKk
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WHAT TO CONSIDER WHEN SETTING UP TRUSTS FOR CHILDREN
LINK: https://youtu.be/oABV-mTvfAo
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CHOOSING AN EXECUTOR OR TRUSTEE
LINK: https://youtu.be/nL6mMg763Oo
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DIVORCE AND ESTATE PLANNING
LINK: https://youtu.be/N9Vh1yxABDk
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SHOULD I SIGN NEW ESTATE PLANNING DOCUMENTS WHEN I MOVE TO A NEW STATE?
LINK: https://youtu.be/BvacC12OUIU
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WHAT IS A WILL AND WHY DO I NEED ONE?
LINK: https://youtu.be/_CXanVv6Cjo
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IRAs AND IRA BENEFICIARIES
LINK: https://youtu.be/vH7pCp4yv9Q
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HOW DOES A REVOCABLE TRUST AVOID PROBATE?
LINK: https://youtu.be/guU7RS9gvMk
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WHAT IS JOINT TENANCY AND WHEN SHOULD I USE IT?
LINK: https://youtu.be/0CN6XreRBuQ
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WHAT IS PROBATE?
LINK: https://youtu.be/W292fbDoCMA
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WHAT IS A REVOCABLE TRUST AND DO I NEED ONE?
LINK: https://youtu.be/OHhIKPlMPI8
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UNDERSTANDING POWERS OF ATTORNEY
LINK: https://youtu.be/VZLOSEkSieg
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Planning for a Diverse and Equitable Future
Planning for a Diverse and Equitable Future is a monthly video series created by The American College of Trust and Estate Counsel’s Diversity, Equity and Inclusivity Committee. This series strives to educate by discussing issues surrounding racism and offer recommendations to combat inequality.
Blind Success: Hiring Visually Impaired and Disabled Lawyers
LINK: https://youtu.be/MaXcZQaNlcE
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An Introduction to Native American Tribal Court
LINK: https://youtu.be/EZwbMaCfQrE
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Consejos Básicos en Planificación Paternal
LINK: https://youtu.be/Z9EvUqrkG6Q
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Protecting Civil Liberties in America | Korematsu v. United States
LINK: https://youtu.be/_pfes3mHDUo
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Landmark Civil Rights Cases Decided by the Supreme Court
LINK: https://youtu.be/FAlLk3MmH7c
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Chronic Illness and Long COVID in the Workplace
LINK: https://youtu.be/a1zUnJ47QCE
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A Proposal to Repair Racial Wealth Disparity
LINK: https://youtu.be/pqnNoWNowhI
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“Fair Housing” and Opportunity Hoarding
LINK: https://youtu.be/hgD98b9Ihu8
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Breaking the Glass Ceiling at ACTEC
LINK: https://youtu.be/w1_HPx0RauY
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The Fight for Justice, Reparations and Bruce’s Beach
LINK: https://youtu.be/zLQsQec7Vi4
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Mentoring Young Lawyers and the Impact of Affinity Bars
LINK: https://youtu.be/n17nou_BNSI
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Recognizing Religious Diversity While Advising End-of-Year Gifting
LINK: https://youtu.be/s0QOQzgvFsM
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Legal Options for Individuals with Special Needs and Disabilities
LINK: https://youtu.be/nJqrKEjne7c
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Heirs Property and Generational Land Loss
LINK: https://youtu.be/Eso6nSPHb1k
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Black Farmers, Land Loss and the Racial Economic Gap
LINK: https://youtu.be/HKbgiCWhLTs
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40 Acres and a Mule: Reparations and the Estate Tax
LINK: https://youtu.be/gj60gl891ZE
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Systemic Racism in the Legal Profession
LINK: https://youtu.be/q79XGGAUVOM
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Gender Inequality in the Legal Profession
LINK: https://youtu.be/tGmvbZDx9Xk
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The Importance of Cultural Competence in Estate Planning
LINK: https://youtu.be/ZSz3mJrVJms
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How to Increase Diversity in the Legal Profession
LINK: https://youtu.be/1pJGagkVrP8
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Giving from the Heart: Driving Diversity, Equity and Inclusion through Philanthropy
LINK: https://youtu.be/ltauSFtndvI
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Wills, Slavery and Probate: The Legacy of Lucy Sutton
LINK: https://youtu.be/qF1Mu79_zvc
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Transgender? How to Legally Change Your Name, Gender and Vital Records.
LINK: https://youtu.be/bqYlpoX7sXE
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Economic Inequality in America
LINK: https://youtu.be/Inc5jXzgyog
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ACTEC Resource Center
ACTEC Fellows share valuable knowledge and opinions as part of the College’s commitment to improving the trust and estate profession through lifelong learning.
SEARCH THE RESOURCE CENTER