TheBitCast

ACTEC Trust & Estate Talk

Autor: The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

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  1. Funding Family Offices through Profits Interests – ACTEC Trust & Estate Talk
  2. Tax Planning with QTIP Trust Assets – ACTEC Trust & Estate Talk
  3. Should Lawyers Serve as Trustees? What to Consider Before Saying Yes – ACTEC Trust & Estate Talk
  4. Divorce and Estate Planning: Key Considerations Before the Divorce Is Final – ACTEC Trust & Estate Talk
  5. Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Their 'Love Story' – ACTEC Trust & Estate Talk
  6. Premarital Planning: What to Know and Do Before 'Going to the Chapel' – ACTEC Trust & Estate Talk
  7. Trust Modification: When Flexibility Conflicts With Settlor Intent – ACTEC Trust & Estate Talk
  8. Liability of Executors and Transferees for Estate Taxes – ACTEC Trust & Estate Talk
  9. Section 2801 Final Regulations: Tax on Gifts From Expatriates – ACTEC Trust & Estate Talk
  10. Reimbursement of Grantor on Trust Income Taxes: When, Why, and How – ACTEC Trust & Estate Talk
  11. What to Do When a Bypass Trust Was Never Funded – ACTEC Trust & Estate Talk
  12. Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices – ACTEC Trust & Estate Talk
  13. Using AI for Document Review: Getting Started for Trust and Estate Attorneys – ACTEC Trust & Estate Talk
  14. Planning With Directed Trusts – ACTEC Trust & Estate Talk
  15. Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest – ACTEC Trust & Estate Talk
  16. Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts – ACTEC Trust & Estate Talk
  17. The Family Office Landscape: Overview of Models, Services, and Options – ACTEC Trust & Estate Talk
  18. How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change – ACTEC Trust & Estate Talk
  19. Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3) – ACTEC Trust & Estate Talk
  20. Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3) – ACTEC Trust & Estate Talk
  21. Private Trust Company Design Considerations for Family Wealth Planning – ACTEC Trust & Estate Talk
  22. Trust Funding Options – ACTEC Trust & Estate Talk
  23. Providing Charitable Assistance to Survivors of a Disaster – ACTEC Trust & Estate Talk
  24. Disaster Preparedness for Trust and Estate Planning – ACTEC Trust & Estate Talk
  25. Hiring the Next Generation of Trust and Estate Attorneys – ACTEC Trust & Estate Talk
  26. Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations – ACTEC Trust & Estate Talk
  27. Estate Planning Considerations in Community Property States Relating to Retirement Accounts – ACTEC Trust & Estate Talk
  28. When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep – ACTEC Trust & Estate Talk
  29. Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them – ACTEC Trust & Estate Talk
  30. How Cultural Awareness Improves Estate Planning Outcomes – ACTEC Trust & Estate Talk