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 Announces 2025–2026 Officers and Directors

The ACTEC Foundation announced the new 2025–26 Officers and Directors elected during the ACTEC 2025 Annual Meeting.

Charitable Planning and the SECURE Act – SECURE Act Special

Understanding the pitfalls and tax traps when donating from an IRA to a charity under the SECURE Act. An explanation of how Charitable Remainder Trusts (CRTs) and charitable giving has changed.

Planning for Disabled or Chronically-Ill Beneficiaries Under the SECURE Act

The new SECURE Act provides tailored treatment for special needs and disabled beneficiaries. Learn how the SECURE Act impacts these special beneficiary categories.

Special Needs Trusts

Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.

Designing and Drafting Trusts in Light of the SECURE Act

Conduit and accumulation trusts have changed under the SECURE Act. Learn how to mix and match under the new law.

Planning for Common Scenarios Under the SECURE Act

Understanding the SECURE Act’s impact on common estate planning issues such as naming surviving spouses and adult children as beneficiaries.

The ACTEC Foundation Presents First Distinguished Service Award

The ACTEC Foundation’s first Distinguished Service Award was presented jointly to Judith W. and Howard M. McCue during the 2020 Annual Meeting in March.