Podcast Episodes
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Private Trust Company Design Considerations for Family Wealth Planning
Episode 374
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
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11 hours ago
Trust Funding Options
Episode 373
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
The Amer…
1 week ago
Providing Charitable Assistance to Survivors of a Disaster
Episode 372
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding su…
2 weeks ago
Disaster Preparedness for Trust and Estate Planning
Episode 371
When disaster strikes, preparation matters. Based on real-life lessons from the 2025 Eaton Fire, this episode of ACTEC Trust and Estate Talk shares p…
3 weeks ago
Hiring the Next Generation of Trust and Estate Attorneys
Episode 370
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate p…
1 month ago
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Episode 369
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison t…
1 month, 3 weeks ago
Estate Planning Considerations in Community Property States Relating to Retirement Accounts
Episode 368
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.
The A…
1 month, 4 weeks ago
When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep
Episode 367
When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client r…
2 months ago
Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them
Episode 366
Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client need…
2 months, 2 weeks ago
How Cultural Awareness Improves Estate Planning Outcomes
Episode 365
How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client…
2 months, 3 weeks ago