ACTEC | The American College of Trust and Estate Counsel

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

Living Trusts and the Impact on Taxes

Latest ACTEC Trust & Estate Podcast

Powers of Appointment Gone Wrong

Latest News

Announcements and Analysis from the College

Powers of Appointment Gone Wrong

A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment.

Charitable Deductions and Section 642(c)

Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c).

FTC’s Ban on Noncompete Agreements

An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and clients.

The NextGen Bar Exam Threat to Wills and Trusts

ACTEC shares concerns about NCBE removal of wills & trusts from the NextGen Bar Exam and the impact on families, businesses, seniors, and generational wealth.

The Ethics of Posting to Listservs

The practical implications of ABA Formal Opinion 511, which highlights ethical concerns about requesting advice from colleagues on a client matter.

The Virtues of Estate Planning & Estate Planners Part 3 of 3: Essential Virtues of the Estate Planning Professional

Turney Berry concludes his lecture with the importance of mentorship, community engagement, and diversity in thought and professional organizations.

ACTEC Comments on Proposed Regulations Regarding Transactions With Foreign Trusts and Information Reporting on Transactions With Foreign Trusts and Large Foreign Gifts

Submitted to the IRS on July 8, 2024

The Virtues of Estate Planning & Estate Planners Part 2 of 3: Estate Planning’s Role in Civilization

In part 2 of Turney Berry’s lecture, he discusses the importance of estate planning in civilization and why diversity of experience is critical to the profession.

The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A Job or a Calling?

A trust and estate lawyer ponders whether estate planning is more than the orderly transmission of wealth in all forms among the generations or something more.

The Virtues of Estate Planning & Estate Planners: Overview

ACTEC Fellow Turney Berry offers an overview on his lecture on estate planning’s critical role in civilization and the importance of diverse perspectives.

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

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Retirement Planning

Probate

woman and man in wheelchair looking at laptop

Special Needs

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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.

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