All Episodes

ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 3. Lawyers Serving as Trustees – How Hard Can It Be?

ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 2. Preparing Clients for a Liquidity Event: Legal, Tax & Strategic Planning Considerations

ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 1. Monsters In the Closet: Things That Keep Fiduciaries Awake at Night

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

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

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"

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

ACTEC 2026 Annual Meeting – Symposium

ACTEC 2026 Annual Meeting – Hot Topics

ACTEC 2026 Annual Meeting – Seminar H

ACTEC 2026 Annual Meeting – Seminar G

ACTEC 2026 Annual Meeting – Seminar F

ACTEC 2026 Annual Meeting – Seminar E

ACTEC 2026 Annual Meeting – Seminar D

ACTEC 2026 Annual Meeting - Seminar C

ACTEC 2026 Annual Meeting - Seminar B

ACTEC 2026 Annual Meeting - Seminar A

2026 Trachtman Lecture by Haley Moss

Drawing the Line – Identifying the Client and Untangling Ethical Knots in Estate Planning

Lessons from the Front Line – Private Foundation Self-Dealing Traps and Landmines

Meet the New Law, Same as the Old Law – Estate Planning in Uncertain Times

Helicopter Parents, Pre-Nups and Plans

Lesser-Known but Useful Trusts for Planners to Have in Their Toolbox – When to Consider, Challenges to Use, and Variances in Use

Napkins, Notebooks, and the Tablet Testator – Statutes, Screens and the Slippery Slope of Non-Traditional Wills

Stand Alone Session 4: Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can the Damage Be Undone?

Stand Alone Session 3: Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation

Stand Alone Session 2: No Loonies, Mo' Problems: Gift Planning With Non-Cash Assets

Stand Alone Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion

Unwrapping Controversy: Litigating the Law of Giving

What Even You Need to Know About Foreign Trusts, Assets and Beneficiaries

A Deep Dive into the GST Abyss

Cultural Competence in Estate Planning

Hot Topics

Agree Not to Disagree with Buy-Sell Agreements After Connelly

In the Pitch: Fairway or Rough? Managing Client Needs (and Mitigating Client Issues) Post-Planning

This Isn't Your Father's Life Insurance Policy

It's Complicated: Multijurisdictional Incapacity

Taking Care of Business: Why (and How) a Purpose Trust Might Be the Answer to Your Client's Business Succession Challenges

Tax Potpourri

Tech Talks: Mastering Cybersecurity, Artificial Intelligence, and Practice Management

From the Old World to the New: The Burgeoning Use of Letters of Wishes in Modern Estate Planning

L. Henry Gissel, Jr. Spirit of ACTEC Lecture by Ann B. Burns

2025 Trachtman Lecture by Stephen R. Akers

Ron Aucutt - Oct 25 2024

Derivative What? Nuts and Bolts of Planning (or Not Planning) With Strategies You Hear About, but May Not Really Understand

Come and Knock on Our Door – We've Been Waiting for You! Greeting Unwelcome (or Downright Difficult) Distribution Requests

Private and Public Approaches to Combatting Undue Influence and Abuse

How Did Everything Go So Wrong? What Might Happen When No One Is Happy

How to Get Everything Right – Drafting Trust Agreements Acceptable to the Settlor, and to the Trustee

Stand-Alone: Taxation of Non-Grantor Trusts for "Smart" Dummies

Musical Chairs & the Family Cottage: What Happens When the Music Stops & There's Not Enough Room at the Inn?

Charitable Gifts Gone Awry: Contemporary Issues and Challenges for Planners and Litigators

Having the Mettle to Settle: How To Steer Trust and Estate Controversies to Conclusion

Stand-Alone: When a Grantor Trust Isn't So Great: Planning for and with Non-Grantor Trusts and Partial Non-Grantor Trusts

Stand-Alone: Modern Planning with Grantor Trusts

Stand-Alone: A Potpourri of Hot Topics Concerning the Income Taxation of Trusts and Estates and Their Beneficiaries

Symposium: The Hitchhiker's Guide to Artificial Intelligence

Hot Topics: The Hottest Topics that aren't Too Hot to Handle

2024 Trachtman Lecture by Turney P. Berry

The Corporate Transparency Act

Estate Planning with Intellectual Property: Hot Tips to Avoid Getting Lost in the IP Desert

Not Your Grandfather's Private Foundation: Expanding the Philanthropic Toolbox Beyond Grantmaking

Someone Yells "Timber!" How to Stay out of the Way When Sophisticated Estate Planning Goes Wrong

Are You Common or Are You Civil?

Seven Deadly Claims

Don't Let the Sun Go Down on Me—Planning Ahead of Expected Exemption Decreases

Finding the Oasis in the Desert: Planning for Retirement Plan Distributions After SECURE Act, Proposed Regulations and SECURE 2.0

L. Henry Gissel, Jr. Spirit of ACTEC Lecture by Judith W. McCue

Father Knows Best or Parent Trapped?

Four Weeks and a Funeral

Dealing with Diminishing Capacity (Session 3)

Dealing with Diminishing Capacity (Session 2)

Dealing with Diminishing Capacity (Session 1)

2011 Trachtman Lecture by Ronald D. Aucutt

2009 Trachtman Lecture by Robert H. Sitkoff

2012 Trachtman Lecture by John H. Langbein and Lawrence W. Waggoner

2010 Trachtman Lecture by Jonathan G. Blattmachr

2008 Trachtman Lecture by Jeffrey N. Pennell

Accessibility and Special Needs

The Tax Court is Here to Help: Valuation and Appraisers as Expert Witnesses

Ethics and the Future of Practicing Law Remotely: Working from the Beach, the Ranch, the Slopes, etc

Exploring the Depths of Drafting 21st Century Estate Plans

Dealing with the Downward Spiral of Capacity

2020 Annual Meeting Professional Program Promo