Business Planning 2 - American College of Trust and Estate Counsel

Business Planning

Podcast Topics

ACTEC Capital Letters

ACTEC Guidance & Comments

Art & Alternative Assets

Business Planning

Charitable Planning

Diversity, Equity & Inclusivity

Family Law

General Estate Planning

International T&E

IRS / Tax Guidance

Pandemic Related Issues

T&E Administration

T&E Litigation

Technology Recommendations

Uniform Law, Multi-State Issues & Laws

Estate Planning Insights for Business Owners

Business owners must carefully plan for succession, taxes, and the ever-changing economic landscape. Stay informed about the latest trust and estate developments with ACTEC Fellows.

The Family Office Landscape: Overview of Models, Services, and Options

Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.

Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA

Discover how the One Big Beautiful Bill Act reshapes Qualified Opportunity Zones, estate planning rules, and tax strategies for investors.

Estate & Gift Tax and Charitable Contributions Under the OBBBA

Explore the One Big Beautiful Bill Act of 2025 (OBBBA)—sweeping tax law changes on estate, gift, and charitable deductions—in Pt. 1 of a series of podcasts.

Counting Down, Counting Up, Flourishing: Part 4 of 4

Explore estate planning that goes beyond money—trusts, family well-being, and legacy strategies to help future generations flourish.

Counting Down, Counting Up, Flourishing: Part 3 of 4

Discover 10 keys to personal flourishing—from savoring moments to taking risks—in this part of the Trachtman Lecture on positive psychology.

Counting Down, Counting Up, Flourishing: Part 2 of 4

Discover how positive psychology intersects with estate planning in Steve Akers’ 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insights.