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.
Supreme Court Rulings Alter the Future of Tax Regulations
Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post, explaining that Chevron deference is gone.
Elder Financial Abuse: The Crime of the 21st Century
As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellows discuss this complicated topic in this podcast.
Situs and the Resident Trust
We’re talking about issues pertaining to the fiduciary income tax that states impose on trusts.
The Digital Will Revolution
Digital will, electronic will, e-will… no matter what you call it, practitioners will be confronted with this new type of will in the very near future. Learn more in this podcast.
Pre-Contest Planning
There are many techniques that may discourage challenges to your client’s estate planning documents, including steps the planner should take/avoid taking to assure client’s wishes are followed.
9100 Relief: Jumping Through the Hoops When You Learn You have an “Oops!”
9100 Relief for missed or mishandled tax elections is broader, more frequently needed, and thus a lot more useful than many estate planners realize.
State Law Pitfalls: Don’t Step in It When Your Client Steps Across State Lines
There are many pitfalls when an estate plan or trust cross state lines. ACTEC Fellows offer things to consider when drafting a will.







