Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.
Trust Modification: When Flexibility Conflicts With Settlor Intent
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ACTEC Trust & Estate Talk Podcasts
Podcast Topics
Expert Insights From Leading T&E Professionals
ACTEC Trust and Estate Talk is a podcast series featuring ACTEC Fellows and special guests. All speakers are experts in the trust and estate field. Discover the wide range of topics featured in this series.
Liability of Executors and Transferees for Estate Taxes
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.
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.
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.
What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Estate tax apportionment isn’t always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
