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.
The ACTEC Foundation Honors Pride Month
ACTEC honors Pride Month with educational videos on LGBTQ+ legal rights, estate planning, and civil rights history. Explore these free resources
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.
Voices of The ACTEC Foundation: ACTEC Estate Planning Essentials
Understand the value of the ACTEC Family Estate Planning Guide videos that explain trust and estate planning basics.
Truth, Transparency, and the Right of Privacy | Part 2 of 3
Pt. 2 of Truth, Transparency, and the Right of Privacy. Duncan Osborne, a chair of the Financial Action Task Force, shares lessons learned from FATF.







