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.

Your Charitable Income Tax Breaks Are Changing in 2025 and 2026

Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.

Giving Tuesday

Consider supporting The ACTEC Foundation on Giving Tuesday. Your donations support trust and estate education and the profession.

The Hoensheid Case and the Assignment of Business Income for a Sale

A review of the Tax Court’s decision In the Hoensheild case on how a business’s income assignment may be treated during the sale of a company and legal nuances.

Pitfalls of Pay on Death (POD) Accounts

An explanation of how Pay on Death (POD) accounts, aka TOD or Totten Trust, work and what account owners should be aware of before identifying a beneficiary.

Power Tools for Choice of Law on Trust Validity

Exploring choice of law challenges in trust validity, including issues arising from powers of appointment, with insights from legal experts.

The Ethics and Future of Practicing Law Remotely

Explore the best tips for practicing law remotely, ethical duties, work trends and tips post-COVID, with 87% of lawyers now working remotely.

Surprising Tax on Distributions From a Partnership

Explanation of the Tax Court’s ruling in Clark Raymond & Co. v. Comm’r and their book of business distributions after the termination of a partnership.