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.

Using Technology to Improve Client Services in Your Practice

Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience.

COVID-19 in America’s Nursing Homes

COVID-19 has ravaged U.S. nursing homes. Professor David English offers valuable information, resources and guidance for 2020 and beyond.

Voices of The ACTEC Foundation: ACTEC Trust and Estate Talk

ACTEC Trust & Estate Talk is a product that wealth management professionals and law students rely on to provide substantive T&E information.

Gifts to Married Beneficiaries Living in Community Property States

Gifts of assets, securities or cash to beneficiaries in community property states can be complicated. Here’s what you need to know.

Who Pays Taxes on a Gift?

Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning.

Potential Anti-Abuse Rules and a Client’s Remaining Gift Tax Exemption

Learn about the risks of using gift and estate tax exemption that could impact the use of the remaining gift and estate tax exemption.

Truth, Transparency, and the Right of Privacy | Part 3 of 3

The conclusion of “Truth, Transparency, and the Right of Privacy.” Duncan Osborne shares his views on balancing attorney-client privilege and an individual’s right to privacy.