Uniform Law, Multi-State Issues & Laws

Podcast Topics

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

Understand the Similarities and Differences in T&E Between States

ACTEC Fellows discuss the differences in laws affecting estate planning across states. Topics include the distinctions between community property and common law states, the Uniform Trust Code (UTC), and legal changes.

Should Lawyers Serve as Trustees? What to Consider Before Saying Yes

Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role.

Reimbursement of Grantor on Trust Income Taxes: When, Why, and How

Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.

What to Do When a Bypass Trust Was Never Funded

Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.

Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices

Estate tax apportionment isn’t always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.

Planning With Directed Trusts

Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.

Estate Planning Considerations in Community Property States Relating to Retirement Accounts

Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.

When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep

When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship.