{"id":1411,"date":"2023-08-01T13:26:36","date_gmt":"2023-08-01T17:26:36","guid":{"rendered":"https:\/\/actec.matrixdev.net\/?page_id=1411"},"modified":"2024-05-07T10:42:02","modified_gmt":"2024-05-07T14:42:02","slug":"resources-for-wealth-planning-professionals","status":"publish","type":"page","link":"https:\/\/actec.matrixdev.net\/resources-for-wealth-planning-professionals\/","title":{"rendered":"Resources for Wealth Planning Professionals"},"content":{"rendered":"\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>The American College of Trust and Estate Counsel, ACTEC, is committed to improving the trust and estate profession through life-long learning. ACTEC&#8217;s trust and estate resources and educational materials provide valuable information for lawyers and financial services professionals.<\/p>\n\n\n\n<p>The resources offer content to help advance best practices for trust and estate lawyers in order to serve clients, help the profession and inform the public.<\/p>\n\n\n\n<p>As part of ACTEC\u2019s mission to improve and reform probate, trust and tax laws, procedures, and professional responsibility, much of this valuable content is available without cost.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTEC_Resources_for_T_E_Professionals.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Resources for T&amp;E Professionals&nbsp;<\/a>(pdf flyer available for download)<\/li>\n\n\n\n<li><a href=\"https:\/\/actecfoundation.org\/blog\/podcasts\/\" target=\"_blank\" rel=\"noreferrer noopener\">ACTEC Trust and Estate Talk<\/a>&nbsp;&#8211; A podcast series for T&amp;E and wealth management professionals. New podcasts post every Tuesday.&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/become-a-fellow\/\">Membership in ACTEC<\/a>&nbsp;&#8211; Understand what it takes to become an ACTEC Fellow.<\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/resources-for-trust-and-estate-associates-law-students\/actec-fellows-institutes\/\">The ACTEC Institutes<\/a>\u00a0&#8211;\u00a0The 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\u00a0the trust and estate profession\u2019s future leaders through a series of in-depth educational presentations led by outstanding subject matter experts in each field.<\/li>\n\n\n\n<li><a href=\"\/resources-for-wealth-planning-professionals\/artificial-intelligence-and-trust-and-estate-law-ai\/\">Artificial Intelligence (AI) and Trust and Estate Law<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/resources-for-wealth-planning-professionals\/publications-and-videos-for-estate-planning-professionals\/\">ACTEC Publications and Videos&nbsp;for T&amp;E Professionals<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/news\/legislative-and-regulatory-comments\/\">Legislative and Regulatory Comments by ACTEC<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/fellow-services\/job-board\/\">Job Board<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/secure-act\/\">SECURE Act \u2013 Setting Every Community Up for Retirement Enhancement<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/resources-for-wealth-planning-professionals\/wealth-advisor-tools-for-professionals\/\">Wealth Advisor<\/a>&nbsp;&#8211; An app-like resource and tools&nbsp;for professionals.&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/resources-for-wealth-planning-professionals\/charitable-giving\/\">Charitable Giving<\/a> &#8211; A series of podcasts on various aspects of charitable planning and charitable giving, including charitable deductions, private foundations, excise taxes, Charitable Remainder Trusts (CRT), Charitable Lead Trusts (CLT), Charitable Gift Annuities, individual Donor-Advised Funds (DAF), and charitable pledges.<\/li>\n\n\n\n<li><a href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/\">ACTEC Estate Planning Essentials<\/a>&nbsp;&#8211; A&nbsp;video series that answers frequently asked estate planning questions available to share with clients.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/ACTEC_Resources_for_T_E_Professionals.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"806\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-33.png\" alt=\"\" class=\"wp-image-1483\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-33.png 600w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/image-33-223x300.png 223w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image alignwide size-full\"><a href=\"https:\/\/actecfoundation.org\/blog\/podcasts\/\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"601\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/TrustEstate-Talk.png\" alt=\"\" class=\"wp-image-20673\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/TrustEstate-Talk.png 601w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/TrustEstate-Talk-300x300.png 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/TrustEstate-Talk-150x150.png 150w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image alignwide size-full\"><a href=\"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"601\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/EstatePlanningEssentials.png\" alt=\"\" class=\"wp-image-20669\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/EstatePlanningEssentials.png 601w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/EstatePlanningEssentials-300x300.png 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/EstatePlanningEssentials-150x150.png 150w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image alignwide size-full\"><a href=\"https:\/\/actec.matrixdev.net\/news\/legislative-and-regulatory-comments\/\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"601\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/LegislativeRegulatoryComments.png\" alt=\"\" class=\"wp-image-20671\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/LegislativeRegulatoryComments.png 601w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/LegislativeRegulatoryComments-300x300.png 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/LegislativeRegulatoryComments-150x150.png 150w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-3 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image alignwide size-medium\"><a href=\"https:\/\/actec.matrixdev.net\/resources-for-trust-and-estate-associates-law-students\/actec-fellows-institutes\/\"><img decoding=\"async\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/FellowsInstitute-300x300.png\" alt=\"\" class=\"wp-image-20670\" \/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image alignwide size-medium\"><a href=\"https:\/\/actec.matrixdev.net\/planning-for-a-diverse-and-equitable-future\/\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/PlanningforDiverse-300x300.png\" alt=\"\" class=\"wp-image-20672\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/PlanningforDiverse-300x300.png 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/PlanningforDiverse-150x150.png 150w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/PlanningforDiverse.png 601w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image alignwide size-full\"><a href=\"https:\/\/actec.matrixdev.net\/events\/category\/actec-ali-cle\/\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"600\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTECALI-CLE.jpg\" alt=\"\" class=\"wp-image-20998\" srcset=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTECALI-CLE.jpg 600w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTECALI-CLE-300x300.jpg 300w, https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/10\/ACTECALI-CLE-150x150.jpg 150w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The American College of Trust and Estate Counsel, ACTEC, is committed to improving the trust and estate profession through life-long learning. 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