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ACTEC — Podcast Host & Guest | TrackPodcasts | TrackPodcasts.com

ACTEC

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ACTEC Trust & Estate Talk

ACTEC Trust & Estate Talk

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Recent Appearances

Hiring the Next Generation of Trust and Estate Attorneys

ACTEC Trust & Estate Talk•Mar 10, 2026•12:43•host

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

ACTEC Trust & Estate Talk•Feb 23, 2026•12:19•host

Estate Planning Considerations in Community Property States Relating to Retirement Accounts

ACTEC Trust & Estate Talk•Feb 17, 2026•19:40•host

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

ACTEC Trust & Estate Talk•Feb 10, 2026•15:21•host

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

ACTEC Trust & Estate Talk•Jan 26, 2026•10:14•host

How Cultural Awareness Improves Estate Planning Outcomes

ACTEC Trust & Estate Talk•Jan 20, 2026•9:29•host

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

ACTEC Trust & Estate Talk•Jan 13, 2026•10:10•host

Your Income Tax Charitable Deductions Are Different in 2026

ACTEC Trust & Estate Talk•Jan 6, 2026•9:07•host

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

ACTEC Trust & Estate Talk•Dec 16, 2025•9:54•host

Gift Tax Blunders: Common Mistakes on Form 709

ACTEC Trust & Estate Talk•Dec 9, 2025•14:09•host

Gift Tax Returns: Planning, Ethics, and Best Practices

ACTEC Trust & Estate Talk•Nov 18, 2025•13:22•host

A Trustee's Perspective on Trust-Owned Life Insurance

ACTEC Trust & Estate Talk•Nov 12, 2025•15:45•host

Your Charitable Income Tax Breaks Are Changing in 2025 and 2026

ACTEC Trust & Estate Talk•Nov 4, 2025•10:48•host

Taxation of Foreign Non-Grantor Trusts

ACTEC Trust & Estate Talk•Oct 14, 2025•12:48•host

How Artificial Intelligence (AI) Is Redefining Publicity Rights

ACTEC Trust & Estate Talk•Oct 7, 2025•16:25•host

Qualified Business Income (QBI) Deductions Post-OBBBA

ACTEC Trust & Estate Talk•Sep 23, 2025•7:45•host

How the OBBBA Impacts Qualified Small Business Stock (QSBS)

ACTEC Trust & Estate Talk•Sep 16, 2025•14:42•host

Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA

ACTEC Trust & Estate Talk•Sep 8, 2025•19:28•host

Estate & Gift Tax and Charitable Contributions Under the OBBBA

ACTEC Trust & Estate Talk•Sep 2, 2025•19:23•host

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

ACTEC Trust & Estate Talk•Aug 26, 2025•31:39•host