Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.
Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
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General Estate Planning
Podcast Topics
Guidance on Advising Clients Regarding Taxes, Trusts and Estates, and Recent Legislation
ACTEC Fellows provide essential insights on estate planning, taxation, and recent legislation. Their expert guidance helps estate planners and wealth management advisors navigate complexities, avoid common pitfalls, and more effectively manage their practices.
Loss of the Portability Election: Estate of Rowland v. Commissioner
A look at Estate of Rowland v. Commissioner and how incomplete estate tax returns can void a portability election and cost estates valuable DSUE.
Gift Tax Blunders: Common Mistakes on Form 709
Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors.
A Trustee’s Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
Qualified Business Income (QBI) Deductions Post-OBBBA
Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportunities.
How the OBBBA Impacts Qualified Small Business Stock (QSBS)
Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and investors.
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.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
