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.
Tax Planning with QTIP Trust Assets
Explore tax planning strategies for QTIP trust assets, including Section 2519, the Anenberg and McDougall decisions, and valuation discounts.
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.
The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
Home Run Derby Final Results
Mickey “The Mick” Davis staged an epic comeback to win the 2026 ACTEC Foundation Home Run Derby, raising $15,316 as Fellows helped surpass $50,000 for Foundation programs.
Home Run Derby: Round 4 Results
As of May 12 at 11:59 PM ETThe Winner of the 4th Round Mickey "The Mick" Davis!The Mick swung big, blasting a whopping fourteen home runs over the wall in Round 4 and raising $5,930 for The ACTEC Foundation. Congratulations to "The Mick" for hitting it out of the park! Moonshot The Mick!...
Home Run Derby: Round 3 Results
Round 3 winner Mickey “The Mick” Davis leads with 12 home runs and $5,056 raised as the ACTEC Foundation Derby heads into its final week toward $40K.
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.
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ACTEC Trust & Estate Talk Podcasts
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