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 Potential Impact of Proposed Amendments to Circular 230

The IRS proposed changes to Circular 230—what does it mean for tax professionals? An ACTEC Fellow breaks it down. Stay informed!

How the SECURE Act May Impact Your Retirement Plan

The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn more from the experts.

The Intersection of Positive Psychology in Estate Planning

ACTEC Fellows discuss the importance of creating positive experiences for beneficiaries in your estate plan.

Resolving Trustee Deadlocks | Resolving Trustee Disputes

What can you do when co-trustees disagree? How can you resolve trustee deadlocks? Learn more in this podcast.

Alternative Investments: An Investment Dream – A Planning Nightmare

Experts explain the characteristics of alternative investments, the risks associated with them, and how to identify the estate planning risks.

Estate Planning for a College Student or Young Adult

Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.

How Guardians Make Decisions on Behalf of Their Wards

Learn about the guardianship policies of substituted judgment and best interest that guardians should consider when making decisions for a vulnerable person.