ACTEC Publications and Videos
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.
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 Family Estate Planning Guide is a video series that answers basic estate planning questions, such as “How to Pay for College for a Grandchild or Someone Else” and “Estate Planning for a College Student or Young Adult.”
Planning for a Diverse and Equitable Future is a video series created by The American College of Trust and Estate Counsel’s Diversity, Equity and Inclusivity Committee. ACTEC considers the historical, continuing, and devastating impact of institutionalized racism against people of color in our society to be a humanitarian, rather than a political issue.