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.

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3

Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers.

Special Industry Concerns as they Relate to Estate Planning for Family Businesses

Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business.

Owner Control, Operations, and Shareholder Agreements

Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses.

Best Practices for the Governance, Operation, and Management of a Business Entity

Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.

Litigation Issues Involving Children in Estate Planning

What happens when the governing trust or estate is embroiled in litigation with beneficiaries that are children or minors? Learn more about Guardian Ad Litem and other nuances in this podcast.

Funeral Arrangements and Disposition of Human Remains

Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be avoided with proper estate planning.

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.