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.

Steps a Lawyer Can Take to Identify, Understand, and Deal With a Client With Diminishing Capacity

Exploring legal responsibilities in identifying and managing client diminishing capacity, from cognitive decline to ethical considerations in legal practice.

Professional Responsibility Rules When Dealing With Clients Who Have Diminished Capacity

Law professor explores legal ethics of representing diminished capacity clients: insights on Model Rule 1.14, conflicts, confidentiality, and protective action.

Artificial Intelligence (AI) and Planning Your Estate

Estate planning attorneys explain what consumers should be aware of when using AI and what their lawyer’s professional responsibilities should include.

Conflicts That Arise After Retention of a Client

Estate planning attorneys delve into examples of ethical dilemmas in client confidentiality amidst conflicts, exploring the legal cases and responsibilities.

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.