ACTEC Trust & Estate Talk

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.

Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations 02/23/2026

Estate Planning Considerations in Community Property States Relating to Retirement Accounts 02/17/2026

When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep 02/10/2026

Useful but Overlooked Trusts: A Planner’s Guide to When and How to Use Them 01/26/2026

How Cultural Awareness Improves Estate Planning Outcomes 01/20/2026

Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct 01/13/2026

Your Income Tax Charitable Deductions Are Different in 2026 01/06/2026

Loss of the Portability Election: Estate of Rowland v. Commissioner 12/16/2025

Gift Tax Blunders: Common Mistakes on Form 709 12/09/2025

Gift Tax Returns: Planning, Ethics, and Best Practices 11/18/2025

A Trustee's Perspective on Trust-Owned Life Insurance 11/12/2025

Your Charitable Income Tax Breaks Are Changing in 2025 and 2026 11/04/2025

Taxation of Foreign Non-Grantor Trusts 10/14/2025

How Artificial Intelligence (AI) Is Redefining Publicity Rights 10/07/2025

Qualified Business Income (QBI) Deductions Post-OBBBA 09/23/2025

How the OBBBA Impacts Qualified Small Business Stock (QSBS) 09/16/2025

Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA 09/08/2025

Estate & Gift Tax and Charitable Contributions Under the OBBBA 09/02/2025

Counting Down, Counting Up, Flourishing: Part 4 of 4 08/26/2025

Counting Down, Counting Up, Flourishing: Part 3 of 4 08/19/2025

Counting Down, Counting Up, Flourishing: Part 2 of 4 08/12/2025

Counting Down, Counting Up, Flourishing: Overview 08/05/2025

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3 05/27/2025

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3 05/20/2025

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3 05/13/2025

Using Technology to Improve Client Services in Your Practice 05/06/2025

Qualified Charitable Distributions (QCD) from IRAs 04/29/2025

Avoiding Common Ethical Traps in Estate Planning 04/08/2025

The Potential Impact of Proposed Amendments to Circular 230 03/11/2025

IRA Estate Planning Ideas to Discuss with Your Clients 03/04/2025