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 Approves Three New Grants Supporting Education and Access to Estate Planning

The ACTEC Foundation announces three new grants supporting T&E legal services in Los Angeles, leadership development for RPTE Fellows, and education through podcasts and videos.

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.

Levitan v. Rosen Case

Are trusts considered marital property? A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer considerations when drafting of marital property provisions in trust documents.