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 ind...
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ACTEC Trust & Estate Talk
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 elec...
ACTEC Trust & Estate Talk Podcast Guide
Listen to ACTEC Trust & Estate Talk, a Government & Organizations podcast by Suzy Shaw. Stream 376 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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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. (...
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 highli...
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 pla...
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. Th...
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 a...
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...
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...
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 comp...
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....
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-...
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 cli...
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, inclusiv...
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 T...
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-i...
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. Commi...
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, a...
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. T...
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 ri...
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...