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ACTEC Trust and Estate Talk

By The American College of Trust and Estate Counsel

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

  1. 1.
    Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique09/15/2020
    10:13
  2. 2.
    The Ethics of Disclosure and Testimony by Estate Planners09/08/2020
    14:11
  3. 3.
    Trusts for Disabled and Chronically Ill Beneficiaries under the SECURE Act | Special Needs Trust09/01/2020
    10:40
  4. 4.
    Pending Transfer Tax Legislation in an Election Year08/25/2020
    16:02
  5. 5.
    Ancillary Estate Planning Documents in the Pandemic08/18/2020
    13:32
  6. 6.
    Estate Planning Strategies in the Pandemic08/11/2020
    16:11
  7. 7.
    Grantor Trusts: Tax Returns, Reporting Requirements and Options08/04/2020
    8:03
  8. 8.
    Naming Foreign Persons in Your Estate Planning Documents07/28/2020
    14:26
  1. 9.
    Tax Tips and Traps Related to Foreign Gifts | Gift from Foreign Person07/21/2020
    8:55
  2. 10.
    Utilization of Section 7872 | Intrafamily Loans | Split-dollar Loans07/14/2020
    21:46
  3. 11.
    The Uses and Abuses of Charitable LLCs07/07/2020
    13:26
  4. 12.
    Drafting Charitable Gift Agreements06/30/2020
    10:47
  5. 13.
    Estate Planning for Entertainment Clients06/22/2020
    11:02
  6. 14.
    Lending and Estate Planning06/16/2020
    14:04
  7. 15.
    Estate Transfer Planning for the Moderate Estate06/09/2020
    13:02
  8. 16.
    An Update on Electronic Wills Statutes06/02/2020
    11:03
  9. 17.
    What Estate Planners Need to Know About Medicare05/26/2020
    12:32
  10. 18.
    Charitable Planning and the SECURE Act - SECURE Act Special05/19/2020
    10:05
  11. 19.
    Planning for Disabled or Chronically-Ill Beneficiaries Under the SECURE Act (SECURE Act Special)05/12/2020
    12:03
  12. 20.
    Designing and Drafting Trusts in Light of the SECURE Act | Part 3 of 5 | SECURE Act Special05/05/2020
    8:58
  13. 21.
    Planning for Common Scenarios Under the SECURE Act | Part 2 of 5| SECURE Act Special04/28/2020
    10:48
  14. 22.
    Updating Existing Estate Plans Under the SECURE Act | Part 1 of 5 |SECURE Act Special04/21/2020
    11:47
  15. 23.
    Autonomy in Estate Planning | Opportunity Grant04/07/2020
    8:24
  16. 24.
    Looking Back at Our Most Popular Podcasts | 100th Special03/31/2020
    19:16
  17. 25.
    The Intersection of Positive Psychology in Estate Planning03/24/2020
    13:14
  18. 26.
    Resolving Trustee Deadlocks | Resolving Trustee Disputes03/17/2020
    9:23
  19. 27.
    Alternative Investments: An Investment Dream - A Planning Nightmare03/10/2020
    23:01
  20. 28.
    How Guardians Make Decisions on Behalf of Their Wards03/02/2020
    11:39
  21. 29.
    Cross-Border Recognition of Powers of Attorney and Guardianships02/25/2020
    10:09
  22. 30.
    What Estate Planners Need to Know About Social Security, Medicare, and the Self-Employment Tax02/18/2020
    12:15
  23. 31.
    Judicial Notice of Facts and Judicial Notice of Law02/11/2020
    10:22
  24. 32.
    Lay Witness Opinion Testimony02/04/2020
    12:58
  25. 33.
    Intrafamily Business Sales and Loans01/28/2020
    8:53
  26. 34.
    The Remainder Purchase Marital Trust01/21/2020
    12:05
  27. 35.
    Business Entity Income Tax: Regulatory Rigidity Versus Flexibility01/14/2020
    10:48
  28. 36.
    S Corporation Death Traps01/07/2020
    10:47
  29. 37.
    Levitan v. Rosen Case12/31/2019
    10:08
  30. 38.
    The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act12/24/2019
    9:08
  31. 39.
    Update of Asset Protection Trust Litigation12/17/2019
    12:57
  32. 40.
    Self-Settled Spendthrift Trusts12/10/2019
    9:58
  33. 41.
    The New Illinois Trust Code12/03/2019
    8:00
  34. 42.
    Deemed Realization of Gains on Gratuitous Transfers11/26/2019
    11:04
  35. 43.
    Qualified Opportunity Funds and Opportunity Zones11/19/2019
    17:54
  36. 44.
    The SECURE Act11/12/2019
    12:53
  37. 45.
    The Impact of Tax Reform on Trusts After Divorce11/05/2019
    10:44
  38. 46.
    An Introduction to Charitable Pledges10/29/2019
    12:00
  39. 47.
    An Introduction to Individual Donor Advised Funds - DAF10/22/2019
    9:30
  40. 48.
    Deferred and Flexible Charitable Gift Annuities10/15/2019
    9:19
  41. 49.
    Charitable Gift Annuities10/08/2019
    15:58
  42. 50.
    A Primer on Charitable Lead Trusts10/01/2019
    8:52
  43. 51.
    Charitable Remainder Trusts (CRT)09/24/2019
    13:41
  44. 52.
    An Introduction to Private Foundation Excise Taxes09/17/2019
    12:12
  45. 53.
    A Primer on Private Foundations09/10/2019
    9:54
  46. 54.
    An Introduction to Individual Charitable Deductions09/03/2019
    11:50
  47. 55.
    Basic Charitable Giving08/27/2019
    10:52
  48. 56.
    Balancing Independence and Vulnerability of Older Adults | Part 3 of 308/20/2019
    27:17
  49. 57.
    Balancing Independence and Vulnerability of Older Adults | Part 208/13/2019
    32:29
  50. 58.
    Balancing Independence and Vulnerability of Older Adults08/06/2019
    29:47
  51. 59.
    Balancing Independence and Vulnerability of Older Adults07/30/2019
    5:40
  52. 60.
    North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax07/23/2019
    12:18
  53. 61.
    The Uniform Trust Code and the Future of American Trust Law07/16/2019
    9:29
  54. 62.
    Depublication of the Special Needs Trust Case Scott v. McDonald07/09/2019
    6:11
  55. 63.
    Marriage, Divorce and Asset Protection07/02/2019
    12:12
  56. 64.
    The US-Japan Estate, Inheritance and Gift Tax Treaty06/25/2019
    8:31
  57. 65.
    Investment in UK Real Estate and Protected Settlement Update06/18/2019
    10:22
  58. 66.
    The New Uniform Fiduciary Income and Principal Act06/11/2019
    12:37
  59. 67.
    Third-Party Created Irrevocable Trusts: Protections and Pitfalls06/04/2019
    13:04
  60. 68.
    The New Rules of Professional Conduct for Lawyers05/28/2019
    10:55
  61. 69.
    Lawyers as Trustees05/21/2019
    17:13
  62. 70.
    Marrying into Elder Abuse05/14/2019
    11:34
  63. 71.
    Lessons Learned Regarding Law Firm’s Email Communication05/07/2019
    12:21
  64. 72.
    The Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning04/30/2019
    11:52
  65. 73.
    Musings on Contemporary Trust Issues04/23/2019
    8:12
  66. 74.
    Some Hot Topics for Trust and Estate Practitioners04/16/2019
    9:31
  67. 75.
    Qualified Opportunity Funds and Opportunity Zones04/09/2019
    15:05
  68. 76.
    Horton vs. Jones Case on Electronic Wills03/12/2019
    8:32
  69. 77.
    Introducing a Business Consultant to a Client Family03/05/2019
    13:42
  70. 78.
    The Fate of Settlor Intent in the World of Flexibility02/26/2019
    14:25
  71. 79.
    Effect of Recent Tax Reform Legislation on Divorce | 2018 Divorce and Taxes02/19/2019
    7:54
  72. 80.
    Trust Residency and State Tax Nexus Planning02/12/2019
    12:27
  73. 81.
    The Unintended Consequences for Dynasty Trusts When Adoptions are not Recognized02/05/2019
    9:56
  74. 82.
    ACTEC’s Guide for Agents Acting Under Durable Power of Attorney01/29/2019
    9:43
  75. 83.
    Responsible Investing for the Modern Fiduciary01/22/2019
    8:08
  76. 84.
    The Ethical Hazards of Digital Assets: What Estate Planners Need to Know01/15/2019
    11:57
  77. 85.
    2018’s Priority Guidance Plan from the IRS and Treasury01/08/2019
    6:22
  78. 86.
    Follow Up on the 2017 Tax Cuts and Jobs Act12/18/2018
    5:34
  79. 87.
    Section 199A and The 20% Deduction for Qualified Business Income12/11/2018
    8:22
  80. 88.
    Estate Planning and Trust Management for a Brave New World | Part 4 of 412/04/2018
    33:30
  81. 89.
    Estate Planning and Trust Management for a Brave New World: Part 3 of 411/27/2018
    25:29
  82. 90.
    Estate Planning and Trust Management for a Brave New World: Part 2 of 411/19/2018
    26:51
  83. 91.
    Estate Planning and Trust Management for a Brave New World: Part 111/13/2018
    9:24
  84. 92.
    Lending in the Probate Context11/06/2018
    6:57
  85. 93.
    The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns10/30/2018
    12:53
  86. 94.
    How to Start the Formation of a Business Entity10/23/2018
    10:32
  87. 95.
    Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children10/16/2018
    11:03
  88. 96.
    Data Scraping10/09/2018
    13:49
  89. 97.
    The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act10/02/2018
    11:27
  90. 98.
    How to Sell a Law Practice09/25/2018
    9:51
  91. 99.
    Ethical Considerations in Representing Clients in Connection With Family Businesses09/18/2018
    9:32
  92. 100.
    Special Industry Concerns as They Relate to Estate Planning for Family Businesses09/11/2018
    11:51
  93. 101.
    Owner Control, Operations, and Shareholder Agreements09/04/2018
    9:17
  94. 102.
    Best Practices for the Governance, Operation, and Management of a Business Entity08/28/2018
    10:19
  95. 103.
    Litigation Issues Involving Children In Estate Planning08/21/2018
    12:05
  96. 104.
    Funeral Arrangements and Disposition of Human Remains08/14/2018
    11:09
  97. 105.
    Elder Financial Abuse: The Crime of the 21st Century08/07/2018
    9:04
  98. 106.
    Situs and the Resident Trust07/31/2018
    8:29
  99. 107.
    The Digital Will Revolution07/24/2018
    6:28
  100. 108.
    Pre-Contest Planning | Estate Planning07/17/2018
    12:21
  101. 109.
    9100 Relief: Jumping Through the Hoops When You Learn You have an "Oops!"07/10/2018
    11:07
  102. 110.
    State Law Pitfalls: Don’t Step in it When Your Client Steps Across State Lines06/26/2018
    8:31
  103. 111.
    Powers of Appointment: From Snoozy to Sexy06/19/2018
    8:21
  104. 112.
    The New Partnership Audit Rules and Why They Are So Important for Estate Planners06/12/2018
    9:29
  105. 113.
    Do You Have All the Tools to Deal with Your Client’s IRA Custodian?06/05/2018
    9:16
  106. 114.
    The GoFundMe Revolution: What Happens Once the Money Has Been Raised?05/29/2018
    12:50
  107. 115.
    What’s in Your Creditor Protection Toolbox for Clients?05/22/2018
    10:53
  108. 116.
    Hot Topics in Estate Planning05/14/2018
    9:09
  109. 117.
    Confronting the Challenges of Tax Reform05/07/2018
    10:40
  110. 118.
    How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged04/30/2018
    9:48
  111. 119.
    Security of Clients’ Information and What Attorneys Need to Know04/16/2018
    12:24
  112. 120.
    What Estate Planners Need to Know About the Uniform Voidable Transactions Act04/02/2018
    9:25
  113. 121.
    Twenty Years of Domestic Asset Protection Trusts (APT) in the United States03/19/2018
    9:09
  114. 122.
    Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations03/06/2018
    12:00
  115. 123.
    What should attorneys have in their Engagement Letters?02/01/2018
    12:32

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