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.
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why.
Intrafamily Business Sales and Loans
What to keep in mind when dealing with intrafamily business transactions, sales, and loans to avoid the scrutiny they receive from the IRS and the courts.
A Child’s Right to Information When a Parent Dies
What are your rights to information in a Will after the death of your parent or relative? Do you need a lawyer? Learn these answers and more in this video.
The Remainder Purchase Marital Trust
A detailed analysis of the advantages and considerations when using a Remainder Purchase Marital Trust, RPM Trust.
Business Entity Income Tax: Regulatory Rigidity Versus Flexibility
An explanation of the rigidity and flexibility of different business entities: C corporations, S corporations, partnerships and LLCs by tax experts.
S Corporation Death Traps
What happens when the principal shareholder of an S corporation dies? Solutions are discussed by estate planning experts.
Coordinating Beneficiary Designations with the Overall Estate Plan
Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process.







