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.

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.

Estate Planning Checklist for End of Life

End of life considerations after a terminal diagnosis are deeply personal and often challenging. Learn what estate planning steps can be taken during this time and download the companion checklist.

Inserting Photos in Wills to Clarify Specific Gifts

A law professor outlines using photos in wills to identify specific gifts, possible legal challenges, and best practices for estate planning.

A Life Insurance-Funded Redemption Agreement Gone Bad

The risks of life insurance-funded redemption agreements, the Connolly v. US case, and safer alternatives like cross-purchase agreements, life insurance LLCs.

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

Understand the risks of owning a golf cart, especially if minors are allowed to drive, and how to protect clients’ assets from accidents and lawsuits.

Huffman Case Endangers Buy-Sell Agreements

Lessons from Huffman v. Commissioner, when a son exercised an option to purchase stock from his parents, ignoring a buy-sell agreement in the family business.