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.

Gift Tax Blunders: Common Mistakes on Form 709

Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors.

The New Undue Influence

Law professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings.

Government Regulation of Artificial Intelligence

Rapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue.

AI-Related Practice Management Considerations for Law Firms

A discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and more.

Use of Artificial Intelligence (AI) in Creating an Estate Plan

Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.

The Ethical Use of Artificial Intelligence in Trust & Estate Law

A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices.

What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?

A primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations.