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.

Burial, Cremation, and Beyond

Learn about burial, cremation, green burial, and human composting options, plus legal and religious considerations for end-of-life planning.

Charitable Endowment Fund Restrictions on Borrowing

A review of the dangers of borrowing from a charitable endowment fund during the 2020 pandemic and financial crisis.

The ACTEC Foundation Mourns the Death of Past President L. Henry Gissel, Jr.

The ACTEC Foundation is sad to share the news of the death of former President L. Henry Gissel, Jr. Henry served as President of The Foundation from 2017 through March of this year.

2020-2022 Class of Dennis I. Belcher Young Leaders

Announcement of 2020-2022 Class of Dennis I. Belcher Young Leaders that gives young lawyers an opportunity to be involved with RPTE and ACTEC.

Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique

What is ante-mortem probate? How does it differ from premortem probate and is it the ultimate will contest prevention technique?

The Ethics of Disclosure and Testimony by Estate Planners

A discussion of disclosure, attorney–client privilege, work-product doctrine, and what to keep in mind in the event of a will or trust contest.

Gift Tax, the Annual Exclusion and Estate Planning

Understand when gift tax comes into play, how the age of the recipient impacts gift tax, efficient ways to transfer property, the annual exclusion and more from experts.