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 the OBBBA Impacts Qualified Small Business Stock (QSBS)

Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and investors.

Estate Tax Returns

Estate Planning experts give a step-by-step overview of the estate tax preparation and filing process. What clients should know about the return, extension, exemption, and IRS response.

What is Estate Administration?

What happens if someone dies without a will? Estate planning experts answer pressing questions for families and beneficiaries.

Closely Held Business, Tiered Entities and Proposed Revisions to Section 6166

ACTEC proposes a major update to a 40-year-old IRS Code 6166 that provides estate tax deferral for family businesses but has aged poorly.

The ACTEC Foundation Announces Mary Moers Wenig 2021 Student Writing Competition Winners

The ACTEC Foundation today announced the 2021 winners of the Mary Moers Wenig Student Writing Competition.

Don’t Guess and Make a Mess with QSBS

Expert discusses proposed legislation that retroactively takes aim at the tax benefits of QSBS and offers estate planning suggestions to prepare.

Exempt Status of Retirement Plan Distributions

Florida lawyers discuss strategies for preserving inherited retirement plan assets and address uncertainties related to state laws and the SECURE Act.