General Estate Planning 4 - American College of Trust and Estate Counsel

General Estate 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

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.

Private Trust Company Design Considerations for Family Wealth Planning

Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.

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.