Saturday, May 15, 2021
This week The American College of Trust and Estate Counsel, ACTEC, shared the following resources that may be of interest to you.
ACTEC Trust and Estate Talk (for professionals)
Defined Value Purchase Agreements - Advice to help your business clients transfer their business interests using a defined purchase agreement.
Special Needs Trusts, Special Needs Planning and Guardianship (for clients)
The ACTEC Family Estate Planning Guide has created a new resource webpage for families and caregivers. Special Needs Trusts, Special Needs Planning and Guardianship offer information regarding Special Needs Trusts, Alternatives to Guardianship, Supported Decision-Making and more. Please consider it as a valuable resource for clients.
ACTEC Family Estate Planning Guide (for clients)
Alternatives to Guardianship - What is guardianship, also known as conservatorship, and what are the alternatives to guardianship? Learn about alternatives to guardianship, including revocable trusts, POA, medical orders and social security options from experts.
Planning for a Diverse and Equitable Future (for professionals)
The Importance of Cultural Competence in Estate Planning - Two ACTEC Fellows discuss the differences between cultural sensitivity and cultural competence from the viewpoint of Asian American attorneys and explain why these skills are essential elements of effective estate planning. They also provide practical guidance as to how attorneys may best address sensitive cultural topics with their clients. Learn more in this important video.