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.

Planning With Directed Trusts

Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.

Private Trust Company Design Considerations for Family Wealth Planning

Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.

Trust Funding Options

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

Providing Charitable Assistance to Survivors of a Disaster

Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.

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.