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.

Trust Funding Options

Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.

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.

Gift Tax Blunders: Common Mistakes on Form 709

Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors.

Planning Ahead for Dementia: What Every Family Needs to Know

Learn key steps to plan for dementia, avoid guardianship, and choose trusted agents. ACTEC experts explain Powers of Attorney, capacity, safety, and costs.

Gift Tax Returns: Planning, Ethics, and Best Practices

Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns.

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.