Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.
Premarital Planning: What to Know and Do Before ‘Going to the Chapel’
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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.
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
Estate Planning Considerations in Community Property States Relating to Retirement Accounts
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.
When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep
When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship.
Useful But Overlooked Trusts: A Planner’s Guide to When and How to Use Them
Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs.
How Cultural Awareness Improves Estate Planning Outcomes
How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance.
Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
