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.

Home Run Derby Final Results

Mickey “The Mick” Davis staged an epic comeback to win the 2026 ACTEC Foundation Home Run Derby, raising $15,316 as Fellows helped surpass $50,000 for Foundation programs.

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...

A Discussion of Ante-Mortem Probate

A law professor discusses updates in ante-mortem probate, aka pre-mortem probate, exploring benefits, risks, and state procedures in the evolving legal terrain.

Tips for Preparing a Federal Estate Tax Return

An estate expert offers tips to professionals preparing a Federal Estate Tax Return, form 706, such as adjustable taxable gifts, real property, and more.