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.
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
Gift Tax Blunders: Common Mistakes on Form 709
Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors.
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.
Gift Tax Returns: Planning, Ethics, and Best Practices
Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns.
ACTEC Foundation Supports Academic Symposium on Wealth Management and Transmission
The ACTEC Foundation supported a 2025 symposium at George Mason Law on the law and economics of wealth management, featuring leading scholars and upcoming published papers.
A Trustee’s Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.
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ACTEC Trust & Estate Talk Podcasts
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