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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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.
Government Regulation of Artificial Intelligence
Rapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue.
AI-Related Practice Management Considerations for Law Firms
A discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and more.
The Ethical Use of Artificial Intelligence in Trust & Estate Law
A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices.
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
A primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations.
The IRS Ruling on Modifying a Grantor Trust
Explore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning insights.
The New Normal for Charitable Tax Planning
Exploring crucial aspects of charitable tax planning: contemporaneous written acknowledgments, qualified appraisals, and anticipatory assignment of income.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
