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.

Section 2801 Final Regulations: Tax on Gifts From Expatriates

Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.

Reimbursement of Grantor on Trust Income Taxes: When, Why, and How

Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.

ACTEC Foundation Approves Grants to Support Young Lawyers, Legal Education, and Diversity Initiatives

The ACTEC Foundation approved new grants supporting the Young Leaders Program, legal education, diversity initiatives, and future estate planning programs.

What to Do When a Bypass Trust Was Never Funded

Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.

Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices

Estate tax apportionment isn’t always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.

Using AI for Document Review: Getting Started for Trust and Estate Attorneys

Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality.