Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Private Trust Company Design Considerations for Family Wealth Planning
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IRS / Tax Guidance
Podcast Topics
Experts Analyze Tax Law and Guidance
ACTEC Fellows provide IRS guidance and the impact of tax regulatory changes and proposed legislation.
Qualified Charitable Distributions (QCD) from IRAs
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+.
The Potential Impact of Proposed Amendments to Circular 230
The IRS proposed changes to Circular 230—what does it mean for tax professionals? An ACTEC Fellow breaks it down. Stay informed!
IRA Estate Planning Ideas to Discuss with Your Clients
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why.
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.
Use of Asset Protection Trusts for Estate Tax Planning Purposes
An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
