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Effective URL: https://www.actec.org/
Submission Tags: tranco_l324
Submission: On March 24 via api from DE — Scanned from DE
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Skip to the content * Linkedin * Facebook * Youtube * Twitter * Find a Lawyer * Calendar * Contact Us * About ACTEC * About ACTEC * Leadership * Commitment to Inclusion and Anti-Discrimination * Code of Conduct * Ombudspersons * History of ACTEC * Affiliated Organizations * New Website! * Store * ACTEC Foundation Search Search The American College of Trust and Estate Counsel * Estate Essentials * Wills & Trusts * Assets and Taxes * Advance Medical Directives * Retirement Planning Legal Considerations * Probate – What You Need to Know * Special Needs Trusts, Special Needs Planning and Guardianship * Estate Planning Video Library * Become a Fellow * Become an ACTEC Fellow * Nomination for Law Professors * Nomination for International Trust & Estate Professionals * Professionals * Resources for Wealth Planning Professionals * Publications and Videos for Estate Planning Professionals * Wealth Advisor Tools for Professionals * Media Available to Share and Embed on Website * Job Board * Associates/Students * Resources for Law Associates & Students * ACTEC Fellows Institutes * Becoming a Trust & Estate Lawyer * Reading List for Law Students * Student Writing Competition * Diversity * Understanding Black History * Understanding Economic Disparities * Civil Rights * LGBTQ+ * Marginalized Communities * Diversity and Trust & Estate Law * Full Library of Videos * Sponsors * Sponsorship Opportunities * Sponsor Contact Form * Tips for Sponsors * Past Meetings Sponsors * Resource Center ACTEC Fellows Log In Search Menu Search for: Close search The American College of Trust and Estate Counsel Close Menu * Estate EssentialsShow sub menu * Wills & Trusts * Assets and Taxes * Advance Medical Directives * Retirement Planning Legal Considerations * Probate – What You Need to Know * Special Needs Trusts, Special Needs Planning and Guardianship * Estate Planning Video Library * Become a FellowShow sub menu * Become an ACTEC Fellow * Nomination for Law Professors * Nomination for International Trust & Estate Professionals * ProfessionalsShow sub menu * Resources for Wealth Planning Professionals * Publications and Videos for Estate Planning Professionals * Wealth Advisor Tools for Professionals * Media Available to Share and Embed on Website * Job Board * Associates/StudentsShow sub menu * Resources for Law Associates & Students * ACTEC Fellows Institutes * Becoming a Trust & Estate Lawyer * Reading List for Law Students * Student Writing Competition * DiversityShow sub menu * Understanding Black History * Understanding Economic Disparities * Civil Rights * LGBTQ+ * Marginalized Communities * Diversity and Trust & Estate Law * Full Library of Videos * SponsorsShow sub menu * Sponsorship Opportunities * Sponsor Contact Form * Tips for Sponsors * Past Meetings Sponsors * Resource Center * Find a Lawyer * Calendar * Contact Us * About ACTECShow sub menu * About ACTEC * Leadership * Commitment to Inclusion and Anti-Discrimination * Code of Conduct * Ombudspersons * History of ACTEC * Affiliated Organizations * New Website! * Store * ACTEC Foundation * My Profile * Edit Profile * Log in * Linkedin * Facebook * Youtube * Twitter Home HOME WE ARE LEADERS IN TRUST AND ESTATE LAW. ACTEC Fellows are committed to improving the trust and estate profession through lifelong learning, establishing best practices, and providing dependable answers to frequently asked questions. Latest ACTEC Estate Planning Essentials Video THE DISSATISFIED HEIR | INHERITANCE DISPUTE Latest ACTEC Trust & Estate Podcast TIPS FOR PREPARING A FEDERAL ESTATE TAX RETURN Last name Zip code Radius Radius5 miles10 miles15 miles25 miles50 miles100 miles Practice Area Practice AreaAlternate Dispute Resolution (ADR)Asset ProtectionBusiness PlanningCharitable PlanningConservatorships/GuardianshipsElder LawEmployee BenefitsFiduciary Income Tax PlanningFiduciary LitigationGeneral Trust & EstateIncome Tax PlanningInternational Trust & EstateProfessional ResponsibilitySpecial NeedsTax ControversiesTestamentary PlanningTransfer PlanningTrust and Estate Administration State StateAlabamaAlaskaAlbertaArizonaArkansasBritish ColumbiaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNova ScotiaOhioOklahomaOntarioOregonPennsylvaniaQuebecRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming Country CountryArgentinaAustraliaAustriaBelgiumBermudaBrazilCanadaCayman IslandsChinaColombiaFranceGermanyHong KongIndiaIrelandIsraelItalyJapanLiechtensteinMexicoNetherlandsPortugalSingaporeSpainSwitzerlandUnited KingdomUnited StatesVenezuela Reset Search LATEST NEWS Announcements and Analysis from the College View More ACTEC Announces Susan D. Snyder as New President ACTEC today announced that Susan D. Snyder will serve as the 2024–2025 President. Snyder is a Senior Planner on Northern Trust’s Regional Wealth Advisor Team in Chicago, Illinois. She succeeds 2023–2024 ACTEC President Kurt A. Sommer of Sommer Udall Law Firm, P.A., in Santa Fe, New Mexico. The Dissatisfied Heir Estate experts explain to heirs what they need to understand in an inheritance dispute, including their rights, contesting a will, and when to seek counsel. ACTEC Elects Six New Members to the Board of Regents ACTEC today announced that six new Regents were elected to its Board of Regents during the College’s Annual Business Meeting, held in Phoenix, Arizona, on Friday, March 8, 2024. Tips for Preparing a Federal Estate Tax Return An estate expert offers tips to professionals preparing a Federal Estate Tax Return, form 706, such as adjustable taxable gifts, real property, and more. Client Restrictions on Charitable Gifts Expert trust and estate advice and insights regarding restrictions for charitable gifts, managing donor intent, and the institution’s considerations. Conflicts of Interest in T&E Litigation Exploring conflicts of interest in trust and estate litigation, from joint representations to multi-generational complexities, navigating ethical challenges. A Trustee’s Duty to Minimize State Income Tax Navigating a trustee’s duty to minimize state income taxes entails legal, practical, and moral considerations, ensuring fiduciary obligations are met. Mid Atlantic Fellows Institute: Nominations Now Open The College invites all Fellows to nominate a candidate for Class IV of the Mid-Atlantic Fellows Institute. Nominations will be accepted for candidates from Delaware, Maryland, New Jersey, New York, Pennsylvania and Washington, D.C. The nomination period closes on April 30. Navigating Unique Issues in the Settlement of Trust and Estate Disputes Explore the complexities of settling trust & estate disputes, from representing unrepresented parties to recent legal cases. The ACTEC Foundation Announces the 2023–2025 Dennis I. Belcher Young Leaders The College & Foundation are pleased to announce the Ninth Class of Dennis I. Belcher Young Leaders. RESOURCES FOR YOUR ESTATE PLANNING From advance medical directives, to divorce considerations, to choosing the right trust for loved ones, ACTEC Fellows share their expertise in the ACTEC Estate Planning Essentials video series. Wills & Trusts Assets & Taxes Advance Medical Directives Retirement Planning Probate Special Needs View All SERIES videos EXPANDING YOUR KNOWLEDGE ACTEC offers resources to a wide range of wealth advisors, legal professionals, students, and the public. * Wealth Advisors and T&E Professionals Our trust and estate resources and educational materials provide lawyers, financial services professionals, and legal clients with valuable information at no charge. * Law Associates & Students We support law associates and law students looking to advance their career in the trust and estate profession. * Diversity Resources The Planning for a Diverse and Equitable Future video series strives to foster understanding by discussing issues surrounding racism, sexism, and discrimination in all its forms and by offering recommendations to address and combat inequalities. WHY ACTEC? ACTEC is the premiere trust and estate planning fellowship in the U.S., comprised of leading lawyers in all 50 states and 16 countries. Do you have the right stuff? Learn More About Membership ACTEC FELLOWS INSTITUTES The Institutes offer a six-day program of intensive trust and estate education over a one-year period for third through sixth-year law associates. Programs are designed to develop the trust and estate profession’s future leaders through a series of in-depth educational presentations. THANK YOU TO OUR SPONSORS We value and appreciate the integrity and professionalism of our sponsor community. Become a Sponsor * Privacy Policy * Terms of Use 901 15th Street NW, Suite 525, Washington, DC 20005 Phone: (202) 684-8460 | Fax: (202) 684-8459 | Email: info@actec.org © 2024 The American College of Trust and Estate Counsel. All rights reserved. Web Design & Development by Matrix Group International, Inc. To the top ↑ Up ↑