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.

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

Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates 02/25/2025

Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law 02/18/2025

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2 02/11/2025

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2 02/04/2025

Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition 01/28/2025

Legal and Tax Considerations When Representing Influencers and Content Creators 01/21/2025

The Uniform Trust Code Turns 25 01/15/2025

Use of Asset Protection Trusts for Estate Tax Planning Purposes 01/06/2025

How Typical Trust Agreements Clauses Can Get Turned Around in the Real World 12/17/2024

Combatting Elder Financial Abuse 12/10/2024

Intersection of Family Law and Trusts and Estates 12/03/2024

Supreme Court Rulings Alter the Future of Tax Regulations 11/26/2024

The Power of Off: A Book Review 11/19/2024

Guiding Trust and Estate Disputes to Settlement 11/12/2024

Independent Contractor vs. Employee: In Tax vs. Labor Law 11/05/2024

Inserting Photos in Wills to Clarify Specific Gifts 10/29/2024

A Life Insurance-Funded Redemption Agreement Gone Bad 10/22/2024

Owner’s Liability Following a Minor’s Golf Cart Accident 10/15/2024

Huffman Case Endangers Buy-Sell Agreements 10/08/2024

Caution for Divorcing Spouses Who Are Trust Beneficiaries 10/01/2024

Modifying Trusts after CCA 202352018 09/24/2024

Planning for the Young Under SECURE 09/17/2024

Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion 09/10/2024

Restricted Charitable Gifts: Practical Suggestions 09/03/2024

Addressing Incomplete or Lost Records During Fiduciary Administration 08/27/2024

Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests 08/20/2024

Powers of Appointment Gone Wrong 08/13/2024