Do Some Research Before Meeting With an Estate Planning Attorney
It is ideal to do some estate planning research to help prepare for a meeting with an estate planning attorney. The ACTEC website is a great place to start.
Column distributed by Hearst Connecticut Media Group.
Links to resources referenced:
- About ACTEC
- https://www.actec.org/about/
- Related column excerpt:
- “It’s time to do some estate planning research together. A great place to start is the American College of Trust and Estate Counsel (ACTEC), which is an ‘organization of trust and estate lawyers and law professors in the United States and around the world,’ quoting the ACTEC website.”
- ACTEC Estate Planning Essentials
- https://www.actec.org/estate-planning-essentials/estate-planning-full-video-library/
- Related column excerpt:
- “The ACTEC website is robust, including videos and transcripts on diverse subjects, which I want to share with you.”
- Cummings and Lockwood LLP White Paper “Relocating to Florida”
- https://www.cl-law.com/news-events/relocating-to-florida
- Related column excerpt:
- “Law firm websites are also good resources for research. As an example, Connecticut law firm Cummings & Lockwood LLC offers a white paper titled ‘Relocating to Florida,’ which addresses, among other topics, wills and estate planning.”
- Navigating Trusts and Wills in Naples, Florida: A Comprehensive Guide
- https://www.probate-florida.com/blog/2024/february/navigating-trusts-and-wills-in-naples-florida-a-/
- Related column excerpt:
- “Another example: Law firm website Wollman, Gehrke & Associates of Naples, Fla., features an article on wills and trusts by attorney Edward E. Wollman. He points out that ‘Probate can be lengthy and costly in Florida. A well-drafted trust allows your estate to bypass the probate process, ultimately saving time and facilitating a seamless transfer to your beneficiaries.’”
- Find an ACTEC Fellow
- https://www.actec.org/find-a-lawyer/#/).
- Related column excerpt:
- “ACTEC offers a search engine that allows you to find ACTEC ‘Fellows’ (an ACTEC Fellow must have ‘more than 10 years of experience in the active practice of probate and trust law or estate planning’). You can also contact your state bar association for more information about estate planners in your area.”