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ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

EN736 episodes
businessinvestinggovernment

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.

Episodes (736)

Ancillary Estate Planning Documents in the Pandemic

ACTEC Trust & Estate Talk

Aug 18, 202013:33pending

Estate Planning Strategies in the Pandemic

ACTEC Trust & Estate Talk

Aug 11, 202016:12pending

Grantor Trusts: Tax Returns, Reporting Requirements and Options

ACTEC Trust & Estate Talk

Aug 4, 20208:04pending

Naming Foreign Persons in Your Estate Planning Documents

ACTEC Trust & Estate Talk

Jul 28, 202014:27pending

Tax Tips and Traps Related to Foreign Gifts | Gift from Foreign Person

ACTEC Trust & Estate Talk

Jul 21, 20208:56pending

Utilization of Section 7872 | Intrafamily Loans | Split-dollar Loans

ACTEC Trust & Estate Talk

Jul 14, 202021:47pending

The Uses and Abuses of Charitable LLCs

ACTEC Trust & Estate Talk

Jul 7, 202013:27pending

Drafting Charitable Gift Agreements

ACTEC Trust & Estate Talk

Jun 30, 202010:48pending

Estate Planning for Entertainment Clients

ACTEC Trust & Estate Talk

Jun 22, 202011:03pending

Lending and Estate Planning

ACTEC Trust & Estate Talk

Jun 16, 202014:05pending

Estate Transfer Planning for the Moderate Estate

ACTEC Trust & Estate Talk

Jun 9, 202013:03pending

An Update on Electronic Wills Statutes

ACTEC Trust & Estate Talk

Jun 2, 202011:04pending

What Estate Planners Need to Know About Medicare

ACTEC Trust & Estate Talk

May 26, 202012:33pending

Charitable Planning and the SECURE Act - SECURE Act Special

ACTEC Trust & Estate Talk

May 19, 202010:06pending

Planning for Disabled or Chronically-Ill Beneficiaries Under the SECURE Act (SEC...

ACTEC Trust & Estate Talk

May 12, 202012:04pending

Designing and Drafting Trusts in Light of the SECURE Act | Part 3 of 5 | SECURE...

ACTEC Trust & Estate Talk

May 5, 20208:59pending

Planning for Common Scenarios Under the SECURE Act | Part 2 of 5| SECURE Act Spe...

ACTEC Trust & Estate Talk

Apr 28, 202010:49pending

Updating Existing Estate Plans Under the SECURE Act | Part 1 of 5 |SECURE Act Sp...

ACTEC Trust & Estate Talk

Apr 21, 202011:48pending

Autonomy in Estate Planning | Opportunity Grant

ACTEC Trust & Estate Talk

Apr 7, 20208:25pending

Looking Back at Our Most Popular Podcasts | 100th Special

ACTEC Trust & Estate Talk

Mar 31, 202019:17pending

The Intersection of Positive Psychology in Estate Planning

ACTEC Trust & Estate Talk

Mar 24, 202013:15pending

Resolving Trustee Deadlocks | Resolving Trustee Disputes

ACTEC Trust & Estate Talk

Mar 17, 20209:24pending

Alternative Investments: An Investment Dream - A Planning Nightmare

ACTEC Trust & Estate Talk

Mar 10, 202023:02pending

How Guardians Make Decisions on Behalf of Their Wards

ACTEC Trust & Estate Talk

Mar 2, 202011:40pending

Cross-Border Recognition of Powers of Attorney and Guardianships

ACTEC Trust & Estate Talk

Feb 25, 202010:10pending

What Estate Planners Need to Know About Social Security, Medicare, and the Self-...

ACTEC Trust & Estate Talk

Feb 18, 202012:16pending

Judicial Notice of Facts and Judicial Notice of Law

ACTEC Trust & Estate Talk

Feb 11, 202010:23pending

Lay Witness Opinion Testimony

ACTEC Trust & Estate Talk

Feb 4, 202012:58pending

Intrafamily Business Sales and Loans

ACTEC Trust & Estate Talk

Jan 28, 20208:54pending

The Remainder Purchase Marital Trust

ACTEC Trust & Estate Talk

Jan 21, 202012:06pending

Business Entity Income Tax: Regulatory Rigidity Versus Flexibility

ACTEC Trust & Estate Talk

Jan 14, 202010:49pending

S Corporation Death Traps

ACTEC Trust & Estate Talk

Jan 7, 202010:48pending

Levitan v. Rosen Case

ACTEC Trust & Estate Talk

Dec 31, 201910:09pending

The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act

ACTEC Trust & Estate Talk

Dec 24, 20199:09pending

Update of Asset Protection Trust Litigation

ACTEC Trust & Estate Talk

Dec 17, 201912:58pending

Self-Settled Spendthrift Trusts

ACTEC Trust & Estate Talk

Dec 10, 20199:59pending

The New Illinois Trust Code

ACTEC Trust & Estate Talk

Dec 3, 20198:01pending

Deemed Realization of Gains on Gratuitous Transfers

ACTEC Trust & Estate Talk

Nov 26, 201911:05pending

Qualified Opportunity Funds and Opportunity Zones

ACTEC Trust & Estate Talk

Nov 19, 201917:55pending

The SECURE Act

ACTEC Trust & Estate Talk

Nov 12, 201912:54pending

The Impact of Tax Reform on Trusts After Divorce

ACTEC Trust & Estate Talk

Nov 5, 201910:45pending

An Introduction to Charitable Pledges

ACTEC Trust & Estate Talk

Oct 29, 201912:01pending

An Introduction to Individual Donor Advised Funds - DAF

ACTEC Trust & Estate Talk

Oct 22, 20199:31pending

Deferred and Flexible Charitable Gift Annuities

ACTEC Trust & Estate Talk

Oct 15, 20199:20pending

Charitable Gift Annuities

ACTEC Trust & Estate Talk

Oct 8, 201915:59pending

A Primer on Charitable Lead Trusts

ACTEC Trust & Estate Talk

Oct 1, 20198:53pending

Charitable Remainder Trusts (CRT)

ACTEC Trust & Estate Talk

Sep 24, 201913:42pending

An Introduction to Private Foundation Excise Taxes

ACTEC Trust & Estate Talk

Sep 17, 201912:13pending

A Primer on Private Foundations

ACTEC Trust & Estate Talk

Sep 10, 20199:55pending

An Introduction to Individual Charitable Deductions

ACTEC Trust & Estate Talk

Sep 3, 201911:51pending
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