ACTEC Trust & Estate
Talk Podcasts

ACTEC shares advice from the best and brightest lawyers in the trust and estate field every Tuesday. The ACTEC Trust and Estate Talk podcast series shares in-depth information on topics from electronic wills to bitcoin to charitable planning. Each podcast is transcribed and includes additional resources. Listen, read, and share your new knowledge with clients and colleagues each week.

Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA

Discover how the One Big Beautiful Bill Act reshapes Qualified Opportunity Zones, estate planning rules, and tax strategies for investors.

Estate & Gift Tax and Charitable Contributions Under the OBBBA

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 series of podcasts.

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

Explore estate planning that goes beyond money—trusts, family well-being, and legacy strategies to help future generations flourish.

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

Discover 10 keys to personal flourishing—from savoring moments to taking risks—in this part of the Trachtman Lecture on positive psychology.

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

Discover how positive psychology intersects with estate planning in Steve Akers’ 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insights.

Counting Down, Counting Up, Flourishing: Overview

Explore how positive psychology and trust planning intersect in Steve Akers’ “Counting Down, Counting Up, Flourishing” Trachtman Lecture preview.

The ACTEC Foundation Approves Three New Grants Supporting Education and Access to Estate Planning

The ACTEC Foundation announces three new grants supporting T&E legal services in Los Angeles, leadership development for RPTE Fellows, and education through podcasts and videos.