ACTEC Trust & Estate Talk

Business

ACTEC Trust & Estate Talk

by The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

100 episodes

EN language

All Episodes

1

Hiring the Next Generation of Trust and Estate Attorneys

12:43 Mar 10, 2026

2

Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations

12:19 Feb 23, 2026

3

Estate Planning Considerations in Community Property States Relating to Retirement Accounts

19:40 Feb 17, 2026

4

When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep

15:21 Feb 10, 2026

5

Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them

10:14 Jan 26, 2026

6

How Cultural Awareness Improves Estate Planning Outcomes

9:29 Jan 20, 2026

7

Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct

10:10 Jan 13, 2026

8

Your Income Tax Charitable Deductions Are Different in 2026

9:07 Jan 6, 2026

9

Loss of the Portability Election: Estate of Rowland v. Commissioner

9:54 Dec 16, 2025

10

Gift Tax Blunders: Common Mistakes on Form 709

14:09 Dec 9, 2025

11

Gift Tax Returns: Planning, Ethics, and Best Practices

13:22 Nov 18, 2025

12

A Trustee's Perspective on Trust-Owned Life Insurance

15:45 Nov 12, 2025

13

Your Charitable Income Tax Breaks Are Changing in 2025 and 2026

10:48 Nov 4, 2025

14

Taxation of Foreign Non-Grantor Trusts

12:48 Oct 14, 2025

15

How Artificial Intelligence (AI) Is Redefining Publicity Rights

16:25 Oct 7, 2025

16

Qualified Business Income (QBI) Deductions Post-OBBBA

7:45 Sep 23, 2025

17

How the OBBBA Impacts Qualified Small Business Stock (QSBS)

14:42 Sep 16, 2025

18

Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA

19:28 Sep 8, 2025

19

Estate & Gift Tax and Charitable Contributions Under the OBBBA

19:23 Sep 2, 2025

20

Counting Down, Counting Up, Flourishing: Part 4 of 4

31:39 Aug 26, 2025

21

Counting Down, Counting Up, Flourishing: Part 3 of 4

15:31 Aug 19, 2025

22

Counting Down, Counting Up, Flourishing: Part 2 of 4

21:50 Aug 12, 2025

23

Counting Down, Counting Up, Flourishing: Overview

7:05 Aug 5, 2025

24

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3

19:08 May 27, 2025

25

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3

20:51 May 20, 2025

26

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3

14:15 May 13, 2025

27

Using Technology to Improve Client Services in Your Practice

9:37 May 6, 2025

28

Qualified Charitable Distributions (QCD) from IRAs

11:23 Apr 29, 2025

29

New 90-Day Deadline to Report Partnership Transactions

13:54 Apr 22, 2025

30

Avoiding Common Ethical Traps in Estate Planning

11:29 Apr 8, 2025

31

The Potential Impact of Proposed Amendments to Circular 230

8:17 Mar 11, 2025

32

IRA Estate Planning Ideas to Discuss with Your Clients

11:15 Mar 4, 2025

33

Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates

6:56 Feb 25, 2025

34

Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law

12:24 Feb 18, 2025

35

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2

13:39 Feb 11, 2025

36

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2

12:44 Feb 4, 2025

37

Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition

21:19 Jan 28, 2025

38

Legal and Tax Considerations When Representing Influencers and Content Creators

20:52 Jan 21, 2025

39

The Uniform Trust Code Turns 25

11:23 Jan 15, 2025

40

Use of Asset Protection Trusts for Estate Tax Planning Purposes

12:48 Jan 6, 2025

41

How Typical Trust Agreements Clauses Can Get Turned Around in the Real World

10:42 Dec 17, 2024

42

Combatting Elder Financial Abuse

14:15 Dec 10, 2024

43

Intersection of Family Law and Trusts and Estates

11:02 Dec 3, 2024

44

Supreme Court Rulings Alter the Future of Tax Regulations

13:02 Nov 26, 2024

45

The Power of Off: A Book Review

12:29 Nov 19, 2024

46

Guiding Trust and Estate Disputes to Settlement

10:32 Nov 12, 2024

47

Independent Contractor vs. Employee: In Tax vs. Labor Law

9:47 Nov 5, 2024

48

Inserting Photos in Wills to Clarify Specific Gifts

9:21 Oct 29, 2024

49

A Life Insurance-Funded Redemption Agreement Gone Bad

9:06 Oct 22, 2024

50

Owner's Liability Following a Minor's Golf Cart Accident

11:04 Oct 15, 2024

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