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.

Disaster Preparedness for Trust and Estate Planning

Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.

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.

US Estate Tax Tips for Non-US Persons and Their Advisors

In this valuable discussion, learn about U.S. estate tax for non-U.S. persons, filing requirements, taxable assets, transfer certificates, and treaty benefits.

ACTEC/Tulane Symposium on Conflict of Laws in Trusts and Estates

The Tulane Law Review presents articles from the Symposium on Conflict of Laws in Trusts and Estates, held on October 21, 2022, made possible with support of The ACTEC Foundation.

Drafting with Consideration of Foreign Trust Registration

An estate planning expert explains the complexities of US trustees dealing with foreign trust registration, the Corporate Transparency Act, and drafting strategies.