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.

Planning With Directed Trusts

Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.

Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest

Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.

Disaster Relief Planning Resources for Attorneys and Charitable Organizations

Free disaster relief planning resources for attorneys and charitable organizations, including a 49-page guide and podcasts on charitable assistance, preparedness, and recovery.

Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts

Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.

The Family Office Landscape: Overview of Models, Services, and Options

Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.

Home Run Derby Final Results

Mickey “The Mick” Davis staged an epic comeback to win the 2026 ACTEC Foundation Home Run Derby, raising $15,316 as Fellows helped surpass $50,000 for Foundation programs.

Home Run Derby: Round 4 Results

As of May 12 at 11:59 PM ETThe Winner of the 4th Round Mickey "The Mick" Davis!The Mick swung big, blasting a whopping fourteen home runs over the wall in Round 4 and raising $5,930 for The ACTEC Foundation. Congratulations to "The Mick" for hitting it out of the park! Moonshot The Mick!...