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.

Planning With Directed Trusts

Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.

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.

The ACTEC Foundation Circuit Grand Prix: And We Have a Winner!

Start your engines! The Fifth Circuit wins ACTEC’s Circuits of America FUN-draiser, leading a friendly participation race that fuels the Foundation’s mission.