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.

Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct

Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.

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.

Estate Planning for Freelancers and the Gig Economy

Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.