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.
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
Disaster Preparedness for Trust and Estate Planning
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
What is a Trump Account? Rules, Taxes, and How They Work for Families
Learn how Trump Accounts work, including eligibility, $1,000 government contributions, tax rules, and how they compare to 529 plans and UTMAs for saving for children.
The ACTEC Foundation Announces New President and 2026—2027 Officers and Directors
The ACTEC Foundation announces its 2026–2027 Officers and newly elected Directors following elections held during the ACTEC 2026 Annual Meeting in Tampa, Florida.
Hiring the Next Generation of Trust and Estate Attorneys
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession.
The ACTEC Foundation 2026 Annual Meeting
Explore the mission, impact, and latest projects of The ACTEC Foundation in our newest newsletter.
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.







