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.
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture)
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers.
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience.
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+.
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent case examples of disciplinary actions and disqualifications.
The IRS proposed changes to Circular 230—what does it mean for tax professionals? An ACTEC Fellow breaks it down. Stay informed!
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.
ACTEC Trust & Estate Talk Podcasts
