ACTEC Trust & Estate Talk

ACTEC Trust & Estate Talk

Author: The American College of Trust and Estate Counsel | ACTEC Language: English Episodes: 100
Each week, ACTEC Trust & Estate Talk brings a direct line to the forefront of wealth planning law and policy. This isn't abstract theory; it's grounded, practical discussion drawn from the deep expertise of The American College of Trust and Estate Counsel, a national association of roughly 2,400 peer-elected lawyers and law professors. You'll hear these leading professionals unpack the complexities of estate planning, probate, and trust law, translating dense subjects into clear, actionable insights. The conversations in this podcast focus on the evolving landscape that affects both practitioners and their clients, from legislative shifts and tax implications to nuanced ethical considerations and family dynamics. It’s a resource for staying current and refining your approach, offering a blend of strategic commentary and best-practice advice you can apply directly. Tune in for a thoughtful examination of the field, where each episode aims to deepen your understanding of the critical issues shaping trust and estate counsel today.
Episodes
Counting Down, Counting Up, Flourishing: Part 3 of 4 [not-audio_url] [/not-audio_url]

Duration: 15:31
In our journey to personal flourishing, we explore powerful life lessons—like savoring the moment, practicing gratitude, letting go of grudges, prioritizing what matters, and even taking bold risks. Packed with stories,…
Counting Down, Counting Up, Flourishing: Part 2 of 4 [not-audio_url] [/not-audio_url]

Duration: 21:50
Discover how positive psychology intersects with estate planning in Steve Akers' 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insights. The American College of Trust and Estate Counsel, ACTEC, is a prof…
Counting Down, Counting Up, Flourishing: Overview [not-audio_url] [/not-audio_url]

Duration: 7:05
Explore how positive psychology and trust planning intersect in Steve Akers' "Counting Down, Counting Up, Flourishing" Trachtman Lecture preview. The American College of Trust and Estate Counsel, ACTEC, is a professional…
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3 [not-audio_url] [/not-audio_url]

Duration: 20:51
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion. The American College of Trust and Estate Counsel, ACTEC, is a professional so…
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3 [not-audio_url] [/not-audio_url]

Duration: 14:15
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. The American College of Trust and Estate Counsel, ACTEC, is a professional society…
Using Technology to Improve Client Services in Your Practice [not-audio_url] [/not-audio_url]

Duration: 9:37
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm's client experience. The American College of Trust and Estate Counsel, ACTEC, is a professional soc…
Qualified Charitable Distributions (QCD) from IRAs [not-audio_url] [/not-audio_url]

Duration: 11:23
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+. The American College of Trust and Estate Counsel, ACTEC, is…
Avoiding Common Ethical Traps in Estate Planning [not-audio_url] [/not-audio_url]

Duration: 11:29
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications. The American College of Trust and Estate Counsel, ACTEC, is a profes…
The Potential Impact of Proposed Amendments to Circular 230 [not-audio_url] [/not-audio_url]

Duration: 8:17
The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. The American College of Trust and Estate Counsel, ACTEC, is a professional so…