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.

Loss of the Portability Election: Estate of Rowland v. Commissioner

A look at Estate of Rowland v. Commissioner and how incomplete estate tax returns can void a portability election and cost estates valuable DSUE.

Recent IRS Challenges to Grantor Retained Annuity Trusts (GRAT)

An overview of two recent IRS cases regarding Granter Retained Annuity Trusts, GRAT, the significance of the cases for estate planners and the IRS rulings.

Should I Serve as an Executor?

Estate attorneys explain what individuals need to understand before agreeing to serve as an estate executor, such as probate, tax, and legal requirements.

Patagonia Purpose Trusts

The founder of Patagonia clothing transferred $3B of stock to a Purpose Trust. What is a Purpose Trust and how does it meet Patagonia’s corporate objectives?

Tips for Joint Representation of Spouses (Part 2 of 2)

Podcast two of joint representation offers four more tips for lawyers and the red flags to watch out for as they ensure both spouses are represented equally.

Tips for Joint Representation of Spouses: Engagement Letters (Pt. 1 of 2)

Four tips practitioners need to keep in mind when providing joint representation to spouses and where to find sample attorney engagement letters.

Tips for Seniors to Avoid Scams

Legal experts explain common scams against senior citizens, offer tips to avoid scams, and outline steps to take if you are the victim of elder fraud.