Site Map

Purposes
Leadership
History of ACTEC
Nomination to ACTEC
ACTEC Fellows Institutes
Affiliated Organizations

Statement Condemning Violence Against AAPI
Statement Condemning Racism

Prenuptial Agreement
Key Roles Involved in an Estate Plan
Can I Do a Will for Myself?
How to Talk with Your Family About Estate Planning
How to Pay for College for Grandchild
How to Talk With Parents About Estate Planning
Understanding Life Insurance Policy Ownership
Life Insurance Policies and Estate Planning
Estate Tax Returns
What is Estate Administration?
Postmortem Planning
Basics of Fiduciary Income Taxation
What is Portability for Estate and Gift Tax?
Exceptions to the Gift Tax
Pitfalls of DIY Estate Planning
Hiring an Attorney
How to Choose an Estate Planning Attorney
Alternatives to Guardianship
Supported Decision-Making
Co-Signer on your Bank Account
Inheritance and Estate Settlement
Common Ways to Title Your Home
Social Security Retirement Age and Benefits
Owning Property and Titling Assets
Gift Tax Exemption
Who Pays Taxes on a Gift?
What is a Prenuptial Agreement?
What is Community Property?
Motivating Heirs with an Incentive Trust
Gift Tax, the Annual Exclusion and Estate Planning
Estate Planning in the 2020 Election Year
Retiring Abroad
Estate Planning Considerations for Small Business
Utilizing Positive Psychology in Your Estate Plan
Can I Change My Irrevocable Trust?
Special Needs Trusts
Advance Medical Directives
Getting Your Affairs in Order
SECURE Act's Impact on Retirement Planning
Estate Planning for a Young Adult
Transferring Assets to a Minor Child
A Child's Right to Information When a Parent Dies
Coordinating Beneficiary Designations
Digital Assets in Life and Death
5 Reasons to Update Your Estate Plan
Setting Up Trusts for Children
Choosing an Executor or Trustee
Divorce and Estate Planning
Estate Planning Documents Following a Move
What is a Will and Why Do I Need One?
IRAs and IRA Beneficiaries
How Does a Revocable Trust Avoid Probate?
What is Joint Tenancy and When Should I Use It?
What Is Probate?
What is a Revocable Trust and do I need one?
Understanding Power of Attorney

Publications and Videos
Spouses Dividing Retirement Plan Assets
Impact of ERISA Preemption
SECURE Act
Charitable Giving
ACTEC Law Journal
Commentaries
Engagement Letters
Combating Money Laundering
Reprint Permission

Chronic Illness and Long COVID
Proposal to Repair Racial Wealth Disparity
"Fair Housing" & Opportunity Hoarding
Breaking the Glass Ceiling at ACTEC
Fight for Justice, Reparations and Bruce's Beach
Mentoring and Affinity Bars
Recognizing Religious Diversity
Legal Options for Individuals with Special Needs
Heirs Property
Black Farmers, Land Loss & Racial Economic Gap
Reparations and the Estate Tax
Systemic Racism in the Legal Profession
Gender Inequality in the Legal Profession
Cultural Competence in Estate Planning
Increasing Diversity in Legal Profession
Giving from the Heart
Wills, Slavery and Probate
Transgender? How to Change Your Legal Records
Economic Inequality in America