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ACTEC Trust & Estate Talk — 391 episodes · page 1 of 4
Should Lawyers Serve as Trustees? What to Consider Before Saying Yes
Divorce and Estate Planning: Key Considerations Before the Divorce Is Final
Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Their 'Love Story'
Premarital Planning: What to Know and Do Before 'Going to the Chapel'
Trust Modification: When Flexibility Conflicts With Settlor Intent
Liability of Executors and Transferees for Estate Taxes
Section 2801 Final Regulations: Tax on Gifts From Expatriates
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
What to Do When a Bypass Trust Was Never Funded
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Planning With Directed Trusts
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
The Family Office Landscape: Overview of Models, Services, and Options
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Private Trust Company Design Considerations for Family Wealth Planning
Trust Funding Options
Providing Charitable Assistance to Survivors of a Disaster
Disaster Preparedness for Trust and Estate Planning
Hiring the Next Generation of Trust and Estate Attorneys
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Estate Planning Considerations in Community Property States Relating to Retirement Accounts
When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep
Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them
How Cultural Awareness Improves Estate Planning Outcomes
Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
Your Income Tax Charitable Deductions Are Different in 2026
Loss of the Portability Election: Estate of Rowland v. Commissioner
Gift Tax Blunders: Common Mistakes on Form 709
Gift Tax Returns: Planning, Ethics, and Best Practices
A Trustee's Perspective on Trust-Owned Life Insurance
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Taxation of Foreign Non-Grantor Trusts
How Artificial Intelligence (AI) Is Redefining Publicity Rights
Qualified Business Income (QBI) Deductions Post-OBBBA
How the OBBBA Impacts Qualified Small Business Stock (QSBS)
Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA
Estate & Gift Tax and Charitable Contributions Under the OBBBA
Counting Down, Counting Up, Flourishing: Part 4 of 4
Counting Down, Counting Up, Flourishing: Part 3 of 4
Counting Down, Counting Up, Flourishing: Part 2 of 4
Counting Down, Counting Up, Flourishing: Overview
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3
Using Technology to Improve Client Services in Your Practice
Qualified Charitable Distributions (QCD) from IRAs
Avoiding Common Ethical Traps in Estate Planning
The Potential Impact of Proposed Amendments to Circular 230
IRA Estate Planning Ideas to Discuss with Your Clients
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2
Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Legal and Tax Considerations When Representing Influencers and Content Creators
The Uniform Trust Code Turns 25
Use of Asset Protection Trusts for Estate Tax Planning Purposes
How Typical Trust Agreements Clauses Can Get Turned Around in the Real World
Combatting Elder Financial Abuse
Intersection of Family Law and Trusts and Estates
Supreme Court Rulings Alter the Future of Tax Regulations
The Power of Off: A Book Review
Guiding Trust and Estate Disputes to Settlement
Independent Contractor vs. Employee: In Tax vs. Labor Law
Inserting Photos in Wills to Clarify Specific Gifts
A Life Insurance-Funded Redemption Agreement Gone Bad
Owner's Liability Following a Minor's Golf Cart Accident
Huffman Case Endangers Buy-Sell Agreements
Caution for Divorcing Spouses Who Are Trust Beneficiaries
Modifying Trusts after CCA 202352018
Planning for the Young Under SECURE
Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion
Restricted Charitable Gifts: Practical Suggestions
Addressing Incomplete or Lost Records During Fiduciary Administration
Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests
Powers of Appointment Gone Wrong
Charitable Deductions and Section 642(c)
FTC's Ban on Noncompete Agreements
The NextGen Bar Exam Threat to Wills and Trusts
The Ethics of Posting to Listservs
The Virtues of Estate Planning & Estate Planners Part 3 of 3: Essential Virtues of the Estate Planning Professional
The Virtues of Estate Planning & Estate Planners Part 2 of 3: Estate Planning's Role in Civilization
The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A Job or a Calling?
The Virtues of Estate Planning & Estate Planners: Overview
Impact of the End of the COVID Public Health Emergency on Medicaid Renewals
Deadly Claims in Trust and Estate Law
Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
Estate Planning in 2024 | 300th Podcast!
Tips Regarding Fiduciary Disputes and Estate Planning
The New Undue Influence
Government Regulation of Artificial Intelligence
AI-Related Practice Management Considerations for Law Firms
The Ethical Use of Artificial Intelligence in Trust & Estate Law
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
The IRS Ruling on Modifying a Grantor Trust
The New Normal for Charitable Tax Planning