Podcast Episodes
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Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
Episode 364
Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.
The American College of Trust a…
3 months ago
Your Income Tax Charitable Deductions Are Different in 2026
Episode 363
Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-income ta…
3 months, 1 week ago
Loss of the Portability Election: Estate of Rowland v. Commissioner
Episode 362
Portability can be a powerful tool—until it isn't. In this new ACTEC Trust and Estate Talk episode, we break down Estate of Rowland v. Commissioner a…
3 months, 4 weeks ago
Gift Tax Blunders: Common Mistakes on Form 709
Episode 363
Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-…
4 months ago
Gift Tax Returns: Planning, Ethics, and Best Practices
Episode 360
Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns.
The Ame…
4 months, 3 weeks ago
A Trustee's Perspective on Trust-Owned Life Insurance
Episode 359
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
…
5 months ago
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Episode 358
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.
The Ameri…
5 months, 1 week ago
Taxation of Foreign Non-Grantor Trusts
Episode 357
Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance.
The Americ…
6 months ago
How Artificial Intelligence (AI) Is Redefining Publicity Rights
Episode 356
Artificial Intelligence is redefining publicity rights. From ABBA's "ABBAtars" to AI voice cloning and estate planning battles, the legal landscape …
6 months, 1 week ago
Qualified Business Income (QBI) Deductions Post-OBBBA
Episode 355
Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportuni…
6 months, 3 weeks ago