Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
Disaster Preparedness for Trust and Estate Planning
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ACTEC Trust & Estate Talk Podcasts
Podcast Topics
Expert Insights From Leading T&E Professionals
ACTEC Trust and Estate Talk is a podcast series featuring ACTEC Fellows and special guests. All speakers are experts in the trust and estate field. Discover the wide range of topics featured in this series.
Addressing Incomplete or Lost Records During Fiduciary Administration
A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records.
Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests
An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning strategies.
Powers of Appointment Gone Wrong
A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment.
Charitable Deductions and Section 642(c)
Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c).
FTC’s Ban on Noncompete Agreements
An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and clients.
The NextGen Bar Exam Threat to Wills and Trusts
ACTEC shares concerns about NCBE removal of wills & trusts from the NextGen Bar Exam and the impact on families, businesses, seniors, and generational wealth.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
