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 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.

Request for Proposals for 2025-2026 Academic Symposium

ACTEC Legal Education Committee requests proposals for a $20,000 grant to host an academic symposium on trust and estate law during the 2025-2026 academic year.

The IRS Ruling on Modifying a Grantor Trust

Explore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning insights.

The New Normal for Charitable Tax Planning

Exploring crucial aspects of charitable tax planning: contemporaneous written acknowledgments, qualified appraisals, and anticipatory assignment of income.

The Dissatisfied Heir

by ACTEC Fellows Elizabeth K. Arias and Jean Gordon Carter In the realm of inheritance disputes, ACTEC Fellows answer a critical question: Can one sue if excluded from a family member's will? Understand who is generally guaranteed the right to inherit. The paramount exception lies in spousal...