ACTEC Trust & Estate Talk Podcasts 54 - American College of Trust and Estate Counsel

ACTEC Trust & Estate Talk Podcasts

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

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.

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.

Charitable Remainder Trusts (CRT)

Overview of Charitable Remainder Trusts, CRT, including CRAT, CRUT, Split-Interest Trusts and answers to frequently asked questions on the topic.

An Introduction to Private Foundation Excise Taxes

Complying with regulatory restrictions of private foundations can be confusing. Understand the issues that may arise and how to avoid excise taxes from an expert on the subject.

A Primer on Private Foundations

A primer on creating a charitable private foundation, federal tax rules, state laws and required corporate documents.

An Introduction to Individual Charitable Deductions

What you need to know regarding income tax charitable deductions for individuals following the 2017 Tax Cuts and Job Act from an estate planning expert.

Basic Charitable Giving

Overview of the fundamentals of basic charitable giving including income tax, the estate and gift tax, and donating to a foreign charity.

Balancing Independence and Vulnerability of Older Adults | Part 3

Learn what lawyers and society can do to protect an older adult’s independence and reduce stereotypes – especially women – from elder financial abuse.