Radio and PodcastLive Radio & PodcastsOpening Radio and Podcast...
Radio and PodcastLive Radio & PodcastsFetching podcast shows and categories...
Radio and PodcastLive Radio & PodcastsFetching podcast episodes...
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...
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (...
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of "normal," redefining differences, and highli...
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth pla...
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. Th...
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for a...
When disaster strikes, preparation matters. Based on real-life lessons from the 2025 Eaton Fire, this episode of ACTEC Trust and Estate Talk...
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the...
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comp...
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning....
When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-...
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, with insights on the racial wealth gap and strategies for more effective, inclusiv...
Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation. The American College of T...
Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-i...
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...
Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, a...
Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns. T...
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal ri...
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies. The...
Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance. The...
Artificial Intelligence is redefining publicity rights. From ABBA's "ABBAtars" to AI voice cloning and estate planning battles, the legal la...
Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning o...
Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and...
Discover how the One Big Beautiful Bill Act reshapes Qualified Opportunity Zones, estate planning rules, and tax strategies for investors. T...
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 ser...
Explore estate planning that goes beyond money—trusts, family well-being, and legacy strategies to help future generations flourish. The Ame...
In our journey to personal flourishing, we explore powerful life lessons—like savoring the moment, practicing gratitude, letting go of grudg...
Discover how positive psychology intersects with estate planning in Steve Akers' 2025 Trachtman Lecture. Part 1 explores PERMA and key welln...
Explore how positive psychology and trust planning intersect in Steve Akers' "Counting Down, Counting Up, Flourishing" Trachtman Lecture pre...
Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14. The America...
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussio...
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. Th...
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm's client experience...
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable gi...
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqual...
The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understan...
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clien...
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client's trust and esta...
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax p...
Trust and estate experts offer an analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact...
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Expe...
Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage a...
Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups...
A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and...
An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future credit...
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of...
Elder financial abuse is the crime of the 21st century. The public guardian for Cook County, IL explains the issue and his office's strategy...
Three tips from a family law attorney for trust and estate lawyers to protect clients in the event of a divorce. The American College of Tru...
Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post , explaining that Chevro...
An estate planning attorney reviews Nancy Colier book, The Power of Off: The Mindful Way to Stay Sane in a Virtual World and offers takeaway...