ACTEC

The American College of Trust and Estate Counsel

[ACTEC @ACTECNEWS]

Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management. #estateplanning #ACTEC
https://t.co/e2QDjtt7Zn

[ACTEC @ACTECNEWS]

Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families. #familyoffice #estateplanning #trust #wealthmanagement

https://t.co/EYsKwWmdzA

[ACTEC @ACTECNEWS]

Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs. #ACTEC #familyoffice #estateplanning
https://t.co/rSJxvrND2k

[ACTEC @ACTECNEWS]

Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals. #ACTEC #inclusion #diversity https://t.co/8OOT5ZHDwj

[ACTEC @ACTECNEWS]

Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture) #ACTEC #EstatePlanning #neurodiversity https://t.co/t063cTX3JB

[ACTEC @ACTECNEWS]

Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of “normal,” redefining differences, and highlighting how every brain processes the world uniquely. #EstatePlanning #ACTEC #neurodiversity
https://t.co/52GQHv0buE

[ACTEC @ACTECNEWS]

Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning. #estateplanning #networth #ACTEC #WealthManagement
https://t.co/DMSWwDaxPK

[ACTEC @ACTECNEWS]

Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. #trustfunding #estateplanning #actec https://t.co/dyyF1QRKMq

[ACTEC @ACTECNEWS]

Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors. #charitablegiving #disasterassistance #actec
https://t.co/DO5DfM7Rna

[ACTEC @ACTECNEWS]

Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows. #disaster #estateplanning #financialplanning #ACTEC
https://t.co/133kk4jcyS

[ACTEC @ACTECNEWS]

Learn how #TrumpAccounts work, including eligibility, $1,000 government contributions, tax rules, and how they compare to 529 plans and UTMAs for saving for children. #ACTEC #estateplanning https://t.co/6CvqzyoVGT

[ACTEC @ACTECNEWS]

Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession. #lawfirms #estateplanning #actec #Mentorship https://t.co/ZC5lhvVl0N

[ACTEC @ACTECNEWS]

Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. #estateplanning #TrumpAccounts #ACTEC
https://t.co/9bADkodBbn

[ACTEC @ACTECNEWS]

Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning. #EstatePlanning #CommunityProperty #RetirementPlanning #ACTEC https://t.co/h0DK1Z6m53

[ACTEC @ACTECNEWS]

When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship. #ACTEC #EstatePlanning #DivorcePlanning #FamilyLaw #WealthPlanning
https://t.co/iteQompXyx

[ACTEC @ACTECNEWS]

Updated for 2026, this video explains how AI is used in estate planning, what families should know, and why attorney oversight and verification matter. #estateplanning #actec #ArtificialInteligence https://t.co/yANZLQO3Bm

[ACTEC @ACTECNEWS]

Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs. #ACTEC #EstatePlanning #TrustPlanning #AdvancedPlanning #FamilyBusiness #WealthManagement
https://t.co/VubVqGIpzR

[ACTEC @ACTECNEWS]

How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance. #actec #cultural #wealthgap #estateplanning https://t.co/hDgPFOQ0cz

[ACTEC @ACTECNEWS]

Cultural competence in estate planning and how the #ABA Model Rules guide ethical, inclusive client representation. #EstatePlanning #Legal #ACTEC https://t.co/kHUsnCSIMX

[ACTEC @ACTECNEWS]

Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-income taxpayers. #EstatePlanning #taxes #charitablegiving #ACTEC https://t.co/85tqyr3f8w