PODCAST · education
ACTEC Fellows
by ACTEC
Podcasts for the Fellows of ACTEC.
Episodes
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ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 3. Lawyers Serving as Trustees – How Hard Can It Be?
This session will explore the challenges that lawyers serving as trustees face, focusing on the practical aspects of organizing your practice to allow for fiduciary service, and whether "the juice is worth the squeeze" for you.
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ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 2. Preparing Clients for a Liquidity Event: Legal, Tax & Strategic Planning Considerations
This program provides a technical overview of pre-transaction planning strategies relevant to the sale of closely held and family-owned businesses. The session will examine key legal, tax, and structuring considerations that arise prior to a liquidity event. The program will cover the mechanics…
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ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 1. Monsters In the Closet: Things That Keep Fiduciaries Awake at Night
Even the most seasoned fiduciary can be haunted by the risks inherent in estate and trust administration. This program follows the story of Linda Lawyer, who after a long day battling towering files and thorny legal issues drifts into a restless sleep. As Linda's mind wanders, the closet door...
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ACTEC 2026 Stand-Alone Program Part II – Session 4: Dealing with Marital Dissolution by Divorce or Death (June 25, 2026 - Boston, MA) Dust to Dust: Dealing with the Death of a Spouse
The end of life is just the beginning for many required processes and decisions. This panel presentation will guide you through the steps when a spouse dies, from understanding the survivor's grief process and immediate actions that must be considered, to establishing the administration process,...
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ACTEC 2026 Stand-Alone Program Part II – Session 3: Dealing with Marital Dissolution by Divorce or Death (June 25, 2026 - Boston, MA) Dealing with Divorce from a Spouse: Does the "Winner Take it All" and How the Chips May Fall
From key general considerations when spouses are divorcing, to issues dividing property, to determining if trust assets are accessible or off-limits, to hidden tax traps, to maneuvering among significant state law variances, to determining who owns genetic material, to planning opportunities…
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ACTEC 2026 Stand-Alone Program Part I – Session 2: Planning for Marriage (June 24, 2026 - Boston, MA) Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Our "Love Story"
This panel will provide practitioner insights regarding lifetime and testamentary planning considerations for married couples, including when representation should be joint versus separate, when to use SLATs, SLANTs, QTIPs and CRTs, issues surrounding community property, and what provisions…
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ACTEC 2026 Stand-Alone Program Part I – Session 1: Planning for Marriage (June 24, 2026 - Boston, MA) Premarital Planning: What to Know and Do Before Going to the Chapel
What should the various stake holders consider when planning for an upcoming marriage? This panel will explore the emotional considerations, ethical issues, and practical approaches to potential consequences for families with a new marriage. Prenuptial agreements will be considered, along with...
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ACTEC 2026 Annual Meeting – Symposium
Our panel reviews topics such as: How to protect your searches from prying eyes (aka, how to protect privileges) The impact on billing rates when using AI • Implementing AI in a safe way into your practice – confidentiality and privilege • Avoiding work slop – using AI in an effective and…
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ACTEC 2026 Annual Meeting – Hot Topics
The Hot Topics Program features a dynamic blend of federal tax and state fiduciary law developments during the past year. Among the topics addressed are: • The impact of the One Big Beautiful Bill Act, H.R. 1, including the 2/37th cutback on itemized deductions, and ACTEC's comments thereto; •...
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ACTEC 2026 Annual Meeting – Seminar H
Equity compensation offers great opportunity—and great complexity. This session explores the evolving landscape of executive pay, including stock options, restricted stock, and deferred compensation arrangements, and examines practical income and estate tax planning strategies to help executives...
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ACTEC 2026 Annual Meeting – Seminar G
Estate tax apportionment is easy in theory but can be unforgiving in practice creating a number of challenges and, if you are not careful, unanticipated consequences. This session will provide a practical view on how apportionment using different formulas and concepts will significantly impact...
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ACTEC 2026 Annual Meeting – Seminar F
This program will review the recent court decisions and policy positions of the Trump administration and its interpretation and enforcement of federal civil rights laws, including potential impacts on exempt status under IRC section 501(c)(3). The panel's discussion will focus on the impact of...
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ACTEC 2026 Annual Meeting – Seminar E
Nothing is certain except death and taxes… and disasters. Although one never knows when disaster will strike, one can prepare for it, plan for ways to persist through it, and learn about the ways charitable resources can be provided to disaster relief victims. The panelists will discuss...
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ACTEC 2026 Annual Meeting – Seminar D
In the high-stakes world of fiduciary litigation, timing is everything. File timely or your claim may be forever barred. Will contests can turn on periods of limitations, repose, and notice requirements. After-discovered wills pose their own unique problems. Trust contests may face a hard statute...
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ACTEC 2026 Annual Meeting - Seminar C
This panel will explore foreign trusts in the context of US tax and estate planning. The panelists will use case studies to ladder from fundamentals to intermediate and advanced applications, with the intent of domestic planners deepening their understanding of cross-border planning and...
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ACTEC 2026 Annual Meeting - Seminar B
The term "family office" has become pervasive, but what does it even mean? What are the choices for families who think they might need or want a family office? This program will provide an overview of various family office designs and the tax and non-tax considerations for each. The presenters…
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ACTEC 2026 Annual Meeting - Seminar A
When an elder is relocated across state lines amid family conflict, the result is often a high-stakes legal brawl. This session explores how contested guardianships intersect with interstate jurisdiction and attempts to assert pre-mortem control over vulnerable adults. With a focus on...
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2026 Trachtman Lecture by Haley Moss
Neurodiversity: Leveling Up Our Perspective
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Derivative What? Nuts and Bolts of Planning (or Not Planning) With Strategies You Hear About, but May Not Really Understand
Speakers: David A. Handler, Kimberly Gill Mckinnon, Daniel S. Rubin
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Come and Knock on Our Door – We've Been Waiting for You! Greeting Unwelcome (or Downright Difficult) Distribution Requests
Speakers: Cynthia D.M. Brown, Todd A. Flubacher, Erica E. Lord
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Private and Public Approaches to Combatting Undue Influence and Abuse
Speakers: Julia B. Meister (Moderator), Charles P. Golbert, Professor Reid Kress Weisbord
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How Did Everything Go So Wrong? What Might Happen When No One Is Happy
The Interaction and Tension Between Estate Planners, Fiduciary Counsel and Fiduciary Litigators in Representing Their Respective Clients Speakers: Margaret G. Lodise, Eric W. Penzer, Ray Prather
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How to Get Everything Right – Drafting Trust Agreements Acceptable to the Settlor, and to the Trustee
The Interaction and Tension Between Estate Planners, Fiduciary Counsel and Fiduciary Litigators in Representing Their Respective Clients
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Stand-Alone: Taxation of Non-Grantor Trusts for "Smart" Dummies
Bunny Hill to Double Diamonds: Conquering the Slopes of Subchapter J (Part I - Session 1)
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ACTEC Fellows currently has 84 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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Podcasts for the Fellows of ACTEC.
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ACTEC Fellows has 84 episodes. Check the episode list to see recent publication dates and frequency.
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