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.

ACTEC Foundation Supports Academic Symposium on Wealth Management and Transmission

The ACTEC Foundation supported a 2025 symposium at George Mason Law on the law and economics of wealth management, featuring leading scholars and upcoming published papers.

Understanding Special Needs Trusts

Estate planning experts explain the different types of Special Needs Trusts (SNT) and offer tips to families to determine which one they should use.

Understanding and Managing the Rights of Lifetime Creditors Following Death

Estate planning attorneys discuss differences in legal traditions and post-mortem rules with creditors, probate, and trust administrations in different states.

Considerations in the Possible Liquidation of a Closely Held Entity and Other Alternatives (Pt. 4 of 4)

The final part of the Closely Held Entities series explores potential liquidation, including audit, valuation and tax issues, and where it may make sense not to liquidate.

The Administration of a Closely Held Entity (Pt. 3 of 4)

In part 3 of Closely Held Entities, estate planners examine critical issues as well as discuss conducting a lifetime stress test for those entities.

Formation of a Closely Held Entity (Part 2 of 4)

With part 2 of the Closely Held Entities, ACTEC’s trust and estate experts dig a bit deeper into issues of the formation of LLCs and limited partnerships.

Tips for Individuals Living Alone (Part. 2 of 2)

Estate lawyers share tips for individuals living alone on how to plan for incapacity or illness for an extended amount of time and provide a review of critical power of attorney documents.