LanguaTalk

ACTEC Trust & Estate Talk

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

Providing Charitable Assistance to Survivors of a Disaster

10 mins; March 31, 2026

Disaster Preparedness for Trust and Estate Planning

12 mins; March 24, 2026

Hiring the Next Generation of Trust and Estate Attorneys

12 mins; March 10, 2026

Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations

12 mins; February 23, 2026

Estate Planning Considerations in Community Property States Relating to Retirement Accounts

19 mins; February 17, 2026

When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep

15 mins; February 10, 2026

Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them

10 mins; January 26, 2026

How Cultural Awareness Improves Estate Planning Outcomes

9 mins; January 20, 2026

Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct

10 mins; January 13, 2026

Your Income Tax Charitable Deductions Are Different in 2026

9 mins; January 06, 2026

Loss of the Portability Election: Estate of Rowland v. Commissioner

9 mins; December 16, 2025

Gift Tax Blunders: Common Mistakes on Form 709

14 mins; December 09, 2025

Gift Tax Returns: Planning, Ethics, and Best Practices

13 mins; November 18, 2025

A Trustee's Perspective on Trust-Owned Life Insurance

15 mins; November 12, 2025

Your Charitable Income Tax Breaks Are Changing in 2025 and 2026

10 mins; November 04, 2025

Taxation of Foreign Non-Grantor Trusts

12 mins; October 14, 2025

How Artificial Intelligence (AI) Is Redefining Publicity Rights

16 mins; October 07, 2025

Qualified Business Income (QBI) Deductions Post-OBBBA

7 mins; September 23, 2025

How the OBBBA Impacts Qualified Small Business Stock (QSBS)

14 mins; September 16, 2025

Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA

19 mins; September 08, 2025

Estate & Gift Tax and Charitable Contributions Under the OBBBA

19 mins; September 02, 2025

Counting Down, Counting Up, Flourishing: Part 4 of 4

31 mins; August 26, 2025

Counting Down, Counting Up, Flourishing: Part 3 of 4

15 mins; August 19, 2025

Counting Down, Counting Up, Flourishing: Part 2 of 4

21 mins; August 12, 2025

Counting Down, Counting Up, Flourishing: Overview

7 mins; August 05, 2025

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3

19 mins; May 27, 2025

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3

20 mins; May 20, 2025

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3

14 mins; May 13, 2025

Using Technology to Improve Client Services in Your Practice

9 mins; May 06, 2025

Qualified Charitable Distributions (QCD) from IRAs

11 mins; April 29, 2025

New 90-Day Deadline to Report Partnership Transactions

13 mins; April 22, 2025

Avoiding Common Ethical Traps in Estate Planning

11 mins; April 08, 2025

The Potential Impact of Proposed Amendments to Circular 230

8 mins; March 11, 2025

IRA Estate Planning Ideas to Discuss with Your Clients

11 mins; March 04, 2025

Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates

6 mins; February 25, 2025

Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law

12 mins; February 18, 2025

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2

13 mins; February 11, 2025

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2

12 mins; February 04, 2025

Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition

21 mins; January 28, 2025

Legal and Tax Considerations When Representing Influencers and Content Creators

20 mins; January 21, 2025

The Uniform Trust Code Turns 25

11 mins; January 14, 2025

Use of Asset Protection Trusts for Estate Tax Planning Purposes

12 mins; January 06, 2025

How Typical Trust Agreements Clauses Can Get Turned Around in the Real World

10 mins; December 17, 2024

Combatting Elder Financial Abuse

14 mins; December 10, 2024

Intersection of Family Law and Trusts and Estates

11 mins; December 03, 2024

Supreme Court Rulings Alter the Future of Tax Regulations

13 mins; November 26, 2024

The Power of Off: A Book Review

12 mins; November 19, 2024

Guiding Trust and Estate Disputes to Settlement

10 mins; November 12, 2024

Independent Contractor vs. Employee: In Tax vs. Labor Law

9 mins; November 05, 2024

Inserting Photos in Wills to Clarify Specific Gifts

9 mins; October 29, 2024

A Life Insurance-Funded Redemption Agreement Gone Bad

9 mins; October 22, 2024

Owner's Liability Following a Minor's Golf Cart Accident

11 mins; October 15, 2024

Huffman Case Endangers Buy-Sell Agreements

8 mins; October 08, 2024

Caution for Divorcing Spouses Who Are Trust Beneficiaries

8 mins; October 01, 2024

Modifying Trusts after CCA 202352018

9 mins; September 24, 2024

Planning for the Young Under SECURE

14 mins; September 17, 2024

Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion

7 mins; September 10, 2024

Restricted Charitable Gifts: Practical Suggestions

11 mins; September 03, 2024

Addressing Incomplete or Lost Records During Fiduciary Administration

12 mins; August 27, 2024

Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests

9 mins; August 20, 2024

Powers of Appointment Gone Wrong

15 mins; August 13, 2024

Charitable Deductions and Section 642(c)

7 mins; August 06, 2024

FTC's Ban on Noncompete Agreements

14 mins; July 30, 2024

The NextGen Bar Exam Threat to Wills and Trusts

13 mins; July 23, 2024

The Ethics of Posting to Listservs

13 mins; July 17, 2024

The Virtues of Estate Planning & Estate Planners Part 3 of 3: Essential Virtues of the Estate Planning Professional

24 mins; July 09, 2024

The Virtues of Estate Planning & Estate Planners: Estate Planning's Role in Civilization

23 mins; July 02, 2024

The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A Job or a Calling?

16 mins; June 24, 2024

The Virtues of Estate Planning & Estate Planners: Overview

9 mins; June 18, 2024

Impact of the End of the COVID Public Health Emergency on Medicaid Renewals

10 mins; June 11, 2024

Deadly Claims in Trust and Estate Law

9 mins; June 04, 2024

Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions

14 mins; May 28, 2024

Estate Planning in 2024 | 300th Podcast!

9 mins; May 21, 2024

Tips Regarding Fiduciary Disputes and Estate Planning

12 mins; May 14, 2024

The New Undue Influence

9 mins; May 07, 2024

Government Regulation of Artificial Intelligence

8 mins; April 30, 2024

AI-Related Practice Management Considerations for Law Firms

9 mins; April 23, 2024

The Ethical Use of Artificial Intelligence in Trust & Estate Law

11 mins; April 16, 2024

What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?

19 mins; April 09, 2024

The IRS Ruling on Modifying a Grantor Trust

15 mins; April 02, 2024

The New Normal for Charitable Tax Planning

11 mins; March 25, 2024

A Discussion of Ante-Mortem Probate

8 mins; March 19, 2024

Tips for Preparing a Federal Estate Tax Return

10 mins; March 12, 2024

Client Restrictions on Charitable Gifts

9 mins; March 05, 2024

Conflicts of Interest in T&E Litigation

11 mins; February 27, 2024

A Trustee's Duty to Minimize State Income Tax

13 mins; February 20, 2024

Navigating Unique Issues in the Settlement of Trust and Estate Disputes

12 mins; February 13, 2024

Tips for Dealing With and Drafting for Clients With Diminished Capacity

13 mins; February 06, 2024

Practical Considerations in Dealing with Incapacity

14 mins; January 30, 2024

Considerations for the Two Weeks Following Death

9 mins; January 23, 2024

Deathbed Planning for the Two Weeks Prior to Death

9 mins; January 16, 2024

AI and Trust and Estate Law: The Future Is Here to Stay

12 mins; January 09, 2024

The Opportunity Zones Transparency, Extension, and Improvement Act

10 mins; January 02, 2024

Interacting With Clients and Beneficiaries When Determining Incapacity

12 mins; December 19, 2023

Steps a Lawyer Can Take to Identify, Understand, and Deal With a Client With Diminishing Capacity

13 mins; December 12, 2023

Professional Responsibility Rules When Dealing With Clients Who Have Diminished Capacity

12 mins; December 05, 2023

Conflicts that Arise After Retention of a Client

10 mins; November 28, 2023

The Hoensheid Case and the Assignment of Business Income for a Sale

9 mins; November 14, 2023

Powers Tools for Choice of Law on Trust Validity

13 mins; November 07, 2023

The Ethics and Future of Practicing Law Remotely

14 mins; October 31, 2023

Click here to see more

ACTEC Trust & Estate Talk

Useful pages

Find a tutor

Languages