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 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.

Restricted Charitable Gifts: Practical Suggestions

Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC states.

Addressing Incomplete or Lost Records During Fiduciary Administration

A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records.

Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests

An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning strategies.

Powers of Appointment Gone Wrong

A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment.

Charitable Deductions and Section 642(c)

Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c).

FTC’s Ban on Noncompete Agreements

An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and clients.