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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 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...
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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Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse ind...

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...
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ACTEC Trust & Estate Talk is listed as a Government & Organizations show. The show language is listed as English.
This page lists 376 episodes for ACTEC Trust & Estate Talk. More episodes are available from the View more button when the list continues.
You can listen to ACTEC Trust & Estate Talk episodes on this page by opening an episode and using the site player.
ACTEC Trust & Estate Talk is listed as a Government & Organizations show by Suzy Shaw.
This page lists 376 episodes for ACTEC Trust & Estate Talk where feed data is available.