Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.
Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
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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.
Counting Down, Counting Up, Flourishing: Overview
Explore how positive psychology and trust planning intersect in Steve Akers’ “Counting Down, Counting Up, Flourishing” Trachtman Lecture preview.
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3
Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14.
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion.
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers.
Using Technology to Improve Client Services in Your Practice
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience.
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+.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
