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.
The 2026 ACTEC Foundation Spring Fundraiser
ACTEC Foundation President Lora G. Davis is pleased to introduce the lineup for this year’s spring fundraiser—The 2026 ACTEC Foundation Home Run Derby! The champion will round the bases to claim the coveted “ACTEC Pennant!” Every dollar you donate during the Derby drives your favorite slugger’s...
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of “normal,” redefining differences, and highlighting how every brain processes the world uniquely.
Private Trust Company Design Considerations for Family Wealth Planning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
Providing Charitable Assistance to Survivors of a Disaster
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.
Disaster Preparedness for Trust and Estate Planning
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
What is a Trump Account? Rules, Taxes, and How They Work for Families
Learn how Trump Accounts work, including eligibility, $1,000 government contributions, tax rules, and how they compare to 529 plans and UTMAs for saving for children.







