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.

Section 2801 Final Regulations: Tax on Gifts From Expatriates

Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.

Useful But Overlooked Trusts: A Planner’s Guide to When and How to Use Them

Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs.

How Cultural Awareness Improves Estate Planning Outcomes

How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance.

Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct

Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.

Your Income Tax Charitable Deductions Are Different in 2026

Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-income taxpayers.

Loss of the Portability Election: Estate of Rowland v. Commissioner

A look at Estate of Rowland v. Commissioner and how incomplete estate tax returns can void a portability election and cost estates valuable DSUE.

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.