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.

Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest

Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.

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.

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.