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.

Providing Charitable Assistance to Survivors of a Disaster

Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.

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.

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.