ACTEC Trust and Estate Talk

Series produced by The American College of Trust and Estate Counsel

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Image by: The American College of Trust and Estate Counsel 

ACTEC Trust and Estate Talk is a podcast series for wealth and estate management professionals produced by The American College of Trust and Estate Counsel (ACTEC).

ACTEC Trust and Estate Talk offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. ACTEC, a professional society of peer-elected trust and estate lawyers, is passionate about estate and trust issues including elder law, estate planning, wealth management, probate law, wills, marital trusts, asset protection, family partnerships, estate taxes, gift taxes, tax legislation, tax law, and tax reform.


48 Pieces

Order by: Newest First | Oldest First
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Can a person create a valid will that is not formally executed as required by state law? Find out more about electronic wills through discussion of...

  • Added: Mar 18, 2019
  • Length: 08:32
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A best practice discussion of how to introduce a client to a new consultant, B2B introduction, by experts in trust and estate law.

  • Added: Mar 18, 2019
  • Length: 13:42
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A discussion of irrevocable trusts historically and present day, examples of recent cases, about what this means for planners, litigators, and trus...

  • Added: Mar 18, 2019
  • Length: 14:26
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How does divorce affect taxes? Learn about the 5 big changes in tax reform legislation that has a significant impact on divorce from an expert in t...

  • Added: Feb 22, 2019
  • Length: 07:54
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A discussion of fiduciary income taxation of trusts, trust residency and taxation in light of recent development in Supreme Court and other case law.

  • Added: Feb 14, 2019
  • Length: 12:27
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A discussion of the impact of unintended consequences of adoption language in multi-generational and dynasty trusts.

  • Added: Feb 14, 2019
  • Length: 09:57
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A sneak peek into ACTEC’s Guide for Agents Acting Under Power of Attorney, which will be released later this year. What are the duties and responsi...

  • Added: Feb 14, 2019
  • Length: 09:43
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How does sustainable and responsible investing intersect with fiduciary duty? May a trustee consider environmental, social, and governance, ESG, fa...

  • Added: Jan 22, 2019
  • Length: 08:09
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What trust and estate attorneys need to know to keep up with the advances in technology, especially in the area of digital assets is discussed by A...

  • Added: Jan 15, 2019
  • Length: 11:57
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Beth Shapiro Kaufman breaks down what wealth advisors need to know about the IRS and Treasury’s release of the 2018 Priority Guidance Plan.

  • Added: Jan 15, 2019
  • Length: 17:31
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Congress enacted the Tax Cuts and Jobs Act of 2017 which doubled the estate, gift, and generation skipping transfer tax exemption. Hear more about ...

  • Added: Dec 18, 2018
  • Length: 05:34
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Discussion regarding Department of Treasury and the Internal Revenue Service’s proposed regulations under Section 199A regarding 20% deduction for ...

  • Added: Dec 11, 2018
  • Length: 08:22
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ACTEC Fellow Hugh Magill’s final episode in the lecture series discusses increased life expectancy of grantors, their beneficiaries, and the implic...

  • Added: Dec 11, 2018
  • Length: 33:30
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ACTEC Fellow Hugh Magill continues his lecture by discussing how trusts need to evolve to serve new family dynamics and issues in designing trusts ...

  • Added: Dec 18, 2018
  • Length: 25:29
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A presentation of how changing demographics and multiple generations impact the new world of estate planning and trust management.

  • Added: Nov 20, 2018
  • Length: 26:51
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Estate planning and trust management across multigeneration families. How do lower marriage rate and non-traditional families effect financial plan...

  • Added: Nov 13, 2018
  • Length: 09:25
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What is probate lending and why you should consider including a spendthrift clause in a will is discussed by ACTEC Fellow Professor David Horton.

  • Added: Nov 06, 2018
  • Length: 06:57
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The valuation of cryptocurrency, IRS guidance on tax planning, and how to prepare for an appraisal are discussed by John Varga of MPI Business Valu...

  • Added: Nov 06, 2018
  • Length: 12:53
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A discussion of tax considerations when forming a business. Learn more about S corp, C corp, LLC, LLP, and tax reform in this podcast.

  • Added: Oct 23, 2018
  • Length: 10:32
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The rights of children to receive property from intestate estates and how to pass property effectively to children is discussed by Judge Butts and ...

  • Added: Oct 16, 2018
  • Length: 11:03