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 Ahead for Dementia: What Every Family Needs to Know

Learn key steps to plan for dementia, avoid guardianship, and choose trusted agents. ACTEC experts explain Powers of Attorney, capacity, safety, and costs.

What is Portability for Estate and Gift Tax?

An explanation of portability of the estate and gift tax exemption and what to consider if electing to use it.

Non-Fungible Tokens: What Every Estate Planner Needs to Know

An overview of NFTs, non-fungible tokens, how they work and what do estate planning professionals need to know.

Cryptocurrency Regulation and Qualified Custody

Experts discuss what trustees and fiduciaries need to know regarding cryptocurrency regulation.

Proving a Will in the Age of COVID

The COVID pandemic caused many states to accelerate their laws regarding electronic wills. Learn what’s working and what’s not.

Direct Payment of Medical Expenses and Tuition as an Exception to the Gift Tax

Learn the dos and don’ts of paying another person’s tuition or medical bills, what qualifies as tuition and medical expenses, and how to avoid gift tax.

Modernizing Section 6166

“Modernizing Section 6166,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Stacy Singer, an ACTEC Fellow from Chicago. ACTEC’s Tax Policy Study Committee has submitted to Congress a proposal regarding revision to Internal Revenue Code Section 6166. To...