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ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

EN736 episodes
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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.

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Episodes (736)

Caution for Divorcing Spouses Who Are Trust Beneficiaries

ACTEC Trust & Estate Talk

Oct 1, 20248:54pending

Modifying Trusts after CCA 202352018

ACTEC Trust & Estate Talk

Sep 24, 20249:08pending

Planning for the Young Under SECURE

ACTEC Trust & Estate Talk

Sep 17, 202414:05pending

Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion

ACTEC Trust & Estate Talk

Sep 10, 20247:34pending

Restricted Charitable Gifts: Practical Suggestions

ACTEC Trust & Estate Talk

Sep 3, 202411:44pending

Addressing Incomplete or Lost Records During Fiduciary Administration

ACTEC Trust & Estate Talk

Aug 27, 202412:38pending

Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests

ACTEC Trust & Estate Talk

Aug 20, 20249:02pending

Powers of Appointment Gone Wrong

ACTEC Trust & Estate Talk

Aug 13, 202415:10pending

Charitable Deductions and Section 642(c)

ACTEC Trust & Estate Talk

Aug 6, 20247:07pending

FTC's Ban on Noncompete Agreements

ACTEC Trust & Estate Talk

Jul 30, 202414:35pending

The NextGen Bar Exam Threat to Wills and Trusts

ACTEC Trust & Estate Talk

Jul 23, 202413:33pending

The Ethics of Posting to Listservs

ACTEC Trust & Estate Talk

Jul 18, 202413:50pending

The Virtues of Estate Planning & Estate Planners Part 3 of 3: Essential Virtues...

ACTEC Trust & Estate Talk

Jul 9, 202424:26pending

The Virtues of Estate Planning & Estate Planners Part 2 of 3: Estate Planning's...

ACTEC Trust & Estate Talk

Jul 2, 202423:21pending

The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A...

ACTEC Trust & Estate Talk

Jun 24, 202416:39pending

The Virtues of Estate Planning & Estate Planners: Overview

ACTEC Trust & Estate Talk

Jun 18, 20249:24pending

Impact of the End of the COVID Public Health Emergency on Medicaid Renewals

ACTEC Trust & Estate Talk

Jun 11, 202410:18pending

Deadly Claims in Trust and Estate Law

ACTEC Trust & Estate Talk

Jun 4, 20249:59pending

Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions

ACTEC Trust & Estate Talk

May 28, 202414:38pending

Estate Planning in 2024 | 300th Podcast!

ACTEC Trust & Estate Talk

May 21, 20249:49pending

Tips Regarding Fiduciary Disputes and Estate Planning

ACTEC Trust & Estate Talk

May 14, 202412:54pending

The New Undue Influence

ACTEC Trust & Estate Talk

May 7, 20249:50pending

Government Regulation of Artificial Intelligence

ACTEC Trust & Estate Talk

Apr 30, 20248:50pending

AI-Related Practice Management Considerations for Law Firms

ACTEC Trust & Estate Talk

Apr 23, 20249:59pending

The Ethical Use of Artificial Intelligence in Trust & Estate Law

ACTEC Trust & Estate Talk

Apr 16, 202411:29pending

What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?

ACTEC Trust & Estate Talk

Apr 9, 202419:56pending

The IRS Ruling on Modifying a Grantor Trust

ACTEC Trust & Estate Talk

Apr 2, 202415:41pending

The New Normal for Charitable Tax Planning

ACTEC Trust & Estate Talk

Mar 25, 202411:56pending

A Discussion of Ante-Mortem Probate

ACTEC Trust & Estate Talk

Mar 19, 20248:02pending

Tips for Preparing a Federal Estate Tax Return

ACTEC Trust & Estate Talk

Mar 12, 202410:26pending

Client Restrictions on Charitable Gifts

ACTEC Trust & Estate Talk

Mar 5, 20249:16pending

Conflicts of Interest in T&E Litigation

ACTEC Trust & Estate Talk

Feb 27, 202411:08pending

A Trustee's Duty to Minimize State Income Tax

ACTEC Trust & Estate Talk

Feb 20, 202413:25pending

Navigating Unique Issues in the Settlement of Trust and Estate Disputes

ACTEC Trust & Estate Talk

Feb 13, 202412:21pending

Tips for Dealing With and Drafting for Clients With Diminished Capacity

ACTEC Trust & Estate Talk

Feb 6, 202413:50pending

Practical Considerations in Dealing with Incapacity

ACTEC Trust & Estate Talk

Jan 30, 202414:20pending

Considerations for the Two Weeks Following Death

ACTEC Trust & Estate Talk

Jan 23, 20249:58pending

Deathbed Planning for the Two Weeks Prior to Death

ACTEC Trust & Estate Talk

Jan 16, 20249:48pending

AI and Trust and Estate Law: The Future Is Here to Stay

ACTEC Trust & Estate Talk

Jan 9, 202412:40pending

The Opportunity Zones Transparency, Extension, and Improvement Act

ACTEC Trust & Estate Talk

Jan 2, 202410:51pending

Interacting With Clients and Beneficiaries When Determining Incapacity

ACTEC Trust & Estate Talk

Dec 19, 202312:24pending

Steps a Lawyer Can Take to Identify, Understand, and Deal With a Client With Dim...

ACTEC Trust & Estate Talk

Dec 12, 202313:11pending

Professional Responsibility Rules When Dealing With Clients Who Have Diminished...

ACTEC Trust & Estate Talk

Dec 5, 202312:14pending

Conflicts that Arise After Retention of a Client

ACTEC Trust & Estate Talk

Nov 28, 202310:31pending

The Hoensheid Case and the Assignment of Business Income for a Sale

ACTEC Trust & Estate Talk

Nov 14, 20239:58pending

Power Tools for Choice of Law on Trust Validity

ACTEC Trust & Estate Talk

Nov 7, 202313:19pending

The Ethics and Future of Practicing Law Remotely

ACTEC Trust & Estate Talk

Oct 31, 202314:30pending

Surprising Tax on Distributions From a Partnership

ACTEC Trust & Estate Talk

Oct 24, 20238:52pending

US Estate Tax Tips for Non-US Persons and Their Advisors

ACTEC Trust & Estate Talk

Oct 17, 202318:48pending

Drafting with Consideration of Foreign Trust Registration

ACTEC Trust & Estate Talk

Oct 10, 202311:42pending
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