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.

How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change

Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals.

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.

Black History Month Spotlight

Black History Month spotlight on ACTEC’s Planning for a Diverse and Equitable Future video series, funded by a grant from The ACTEC Foundation.

Estate Planning Considerations in Community Property States Relating to Retirement Accounts

Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.

When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep

When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship.

How Artificial Intelligence Affects Estate Planning in 2026

Updated for 2026, this video explains how AI is used in estate planning, what families should know, and why attorney oversight and verification matter.

Useful But Overlooked Trusts: A Planner’s Guide to When and How to Use Them

Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs.