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 Cultural Awareness Improves Estate Planning Outcomes

How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance.

Modifying Trusts after CCA 202352018

A T&E expert reviews CCA 202352018’s true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts.

A Primer on the Corporate Transparency Act (CTA) for Business Owners

Experts explain the Corporate Transparency Act (CTA) and legal requirements for business owners to report Beneficial Ownership Information (BOI) to FinCEN.

Planning for the Young Under SECURE

An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults.

Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion

Strategies for limited partnerships and S corporations to minimize self-employment tax and net investment income tax following a 2023 tax court decision.

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.