Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
Release Date: 02/18/2025
Counting Down, Counting Up, Flourishing: Part 3 of 4
ACTEC Trust & Estate Talk
In our journey to personal flourishing, we explore powerful life lessons—like savoring the moment, practicing gratitude, letting go of grudges, prioritizing what matters, and even taking bold risks. Packed with stories, research, and timeless wisdom, this episode will inspire you to live more fully—one moment at a time. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this...
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Counting Down, Counting Up, Flourishing: Part 2 of 4
ACTEC Trust & Estate Talk
Discover how positive psychology intersects with estate planning in Steve Akers’ 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insights. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Counting Down, Counting Up, Flourishing: Overview
ACTEC Trust & Estate Talk
Explore how positive psychology and trust planning intersect in Steve Akers’ “Counting Down, Counting Up, Flourishing” Trachtman Lecture preview. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3
ACTEC Trust & Estate Talk
Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3
ACTEC Trust & Estate Talk
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3
ACTEC Trust & Estate Talk
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Using Technology to Improve Client Services in Your Practice
ACTEC Trust & Estate Talk
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Qualified Charitable Distributions (QCD) from IRAs
ACTEC Trust & Estate Talk
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Avoiding Common Ethical Traps in Estate Planning
ACTEC Trust & Estate Talk
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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The Potential Impact of Proposed Amendments to Circular 230
ACTEC Trust & Estate Talk
The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
info_outlineAn expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.