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.

Final Round Frenzy: Who Will Take Home The Win?

The Final Round Is On! Support your favorite golfer in ACTEC’s Spring Fundraiser and help drive our mission forward-Chip in before Tuesday at 5 PM ET!

Estate Planning and Trust Management for a Brave New World | Part 3 of 4

ACTEC Fellow Hugh Magill continues his lecture by discussing how trusts need to evolve to serve new family dynamics and issues in designing trusts for contemporary families.

Estate Planning and Trust Management for a Brave New World | Part 2 of 4

A presentation of how changing demographics and multiple generations impact the current world of estate planning and trust management.

Estate Planning and Trust Management for a Brave New World | Part 1 of 4

Estate planning and trust management across multigeneration families. How do lower marriage rate and non-traditional families effect financial planning, estate planning, financial services?

Lending in the Probate Context

What is probate lending and why you should consider including a spendthrift clause in a will is discussed by ACTEC Fellow Professor David Horton.

The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns

The valuation of cryptocurrency, IRS guidance on tax planning, and how to prepare for an appraisal are discussed by John Varga of MPI Business Valuation and Advisory.