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.
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals.
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why.
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.
Managing Diminishing Capacity
Estate planning lawyers discuss steps for incapacity and diminishing-capacity planning, proactively protecting assets and finances, and avoiding guardianship.
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2
An analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners.
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail.
Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues.
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ACTEC Trust & Estate Talk Podcasts
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