PODCAST · business
ACTEC Trust & Estate Talk
by The American College of Trust and Estate Counsel | ACTEC
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
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Should Lawyers Serve as Trustees? What to Consider Before Saying Yes
Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around…
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Divorce and Estate Planning: Key Considerations Before the Divorce Is Final
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
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Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Their 'Love Story'
Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around…
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Premarital Planning: What to Know and Do Before 'Going to the Chapel'
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and...
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Trust Modification: When Flexibility Conflicts With Settlor Intent
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and...
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Liability of Executors and Transferees for Estate Taxes
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around...
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Section 2801 Final Regulations: Tax on Gifts From Expatriates
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States...
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Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the...
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What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the...
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Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and...
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Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and…
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Planning With Directed Trusts
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration. The American College of Trust and Estate Counsel, ACTEC, is a professional society of...
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Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
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Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the...
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The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and…
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How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States…
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Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture) The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers...
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Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of "normal," redefining differences, and highlighting how every brain processes the world uniquely. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust...
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Private Trust Company Design Considerations for Family Wealth Planning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and...
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Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the...
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Providing Charitable Assistance to Survivors of a Disaster
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
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Disaster Preparedness for Trust and Estate Planning
When disaster strikes, preparation matters. Based on real-life lessons from the 2025 Eaton Fire, this episode of ACTEC Trust and Estate Talk shares practical strategies to help clients prepare for, navigate, and recover from natural disasters—from evacuation planning and insurance coverage to...
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Hiring the Next Generation of Trust and Estate Attorneys
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in…
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Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in…
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Estate Planning Considerations in Community Property States Relating to Retirement Accounts
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around...
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When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep
When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the…
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Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them
Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States…
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How Cultural Awareness Improves Estate Planning Outcomes
How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
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Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series...
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Your Income Tax Charitable Deductions Are Different in 2026
Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-income taxpayers. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
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Loss of the Portability Election: Estate of Rowland v. Commissioner
Portability can be a powerful tool—until it isn't. In this new ACTEC Trust and Estate Talk episode, we break down Estate of Rowland v. Commissioner and how an incomplete estate tax return cost the surviving spouse $3.7 million in DSUE. Learn what went wrong, why the relaxed reporting rules didn't...
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Gift Tax Blunders: Common Mistakes on Form 709
Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the...
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Gift Tax Returns: Planning, Ethics, and Best Practices
Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around…
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A Trustee's Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and...
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Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the...
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Taxation of Foreign Non-Grantor Trusts
Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the...
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How Artificial Intelligence (AI) Is Redefining Publicity Rights
Artificial Intelligence is redefining publicity rights. From ABBA's "ABBAtars" to AI voice cloning and estate planning battles, the legal landscape is shifting fast. ACTEC Fellows discuss the challenges and their implications for legacy planning. The American College of Trust and Estate Counsel,...
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Qualified Business Income (QBI) Deductions Post-OBBBA
Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportunities. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United…
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How the OBBBA Impacts Qualified Small Business Stock (QSBS)
Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and investors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States...
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Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA
Discover how the One Big Beautiful Bill Act reshapes Qualified Opportunity Zones, estate planning rules, and tax strategies for investors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around…
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Estate & Gift Tax and Charitable Contributions Under the OBBBA
Explore the One Big Beautiful Bill Act of 2025 (OBBBA)—sweeping tax law changes on estate, gift, and charitable deductions—in Pt. 1 of a series of podcasts. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
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Counting Down, Counting Up, Flourishing: Part 4 of 4
Explore estate planning that goes beyond money—trusts, family well-being, and legacy strategies to help future generations flourish. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the…
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Counting Down, Counting Up, Flourishing: Part 3 of 4
In our journey to personal flourishing, we explore powerful life lessons—like savoring the moment, practicing gratitude, letting go of grudges, prioritizing what matters, and even taking bold risks. Packed with stories, research, and timeless wisdom, this episode will inspire you to live more...
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Counting Down, Counting Up, Flourishing: Part 2 of 4
Discover how positive psychology intersects with estate planning in Steve Akers' 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insights. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United…
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Counting Down, Counting Up, Flourishing: Overview
Explore how positive psychology and trust planning intersect in Steve Akers' "Counting Down, Counting Up, Flourishing" Trachtman Lecture preview. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and...
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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3
Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe....
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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and…
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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the...
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Using Technology to Improve Client Services in Your Practice
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm's client experience. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around...
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Qualified Charitable Distributions (QCD) from IRAs
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the…
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ABOUT THIS SHOW
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.
HOSTED BY
The American College of Trust and Estate Counsel | ACTEC
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Frequently Asked Questions
How many episodes does ACTEC Trust & Estate Talk have?
ACTEC Trust & Estate Talk currently has 391 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is ACTEC Trust & Estate Talk about?
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...
How often does ACTEC Trust & Estate Talk release new episodes?
ACTEC Trust & Estate Talk publishes regularly with 391 episodes available. Check the episode list for the typical release schedule.
Where can I listen to ACTEC Trust & Estate Talk?
You can listen to ACTEC Trust & Estate Talk on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts ACTEC Trust & Estate Talk?
ACTEC Trust & Estate Talk is created and hosted by The American College of Trust and Estate Counsel | ACTEC.
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