Podcast Episodes
Back to Search
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Episode 379
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-ne…
3 months ago
The Family Office Landscape: Overview of Models, Services, and Options
Episode 378
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
The…
3 months, 2 weeks ago
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Episode 377
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals…
3 months, 3 weeks ago
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Episode 376
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 o…
4 months ago
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Episode 375
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of "normal," redefining differences, and highlighting h…
4 months, 1 week ago
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.
…
4 months, 2 weeks 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…
4 months, 3 weeks 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…
5 months 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…
5 months, 1 week 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…
5 months, 3 weeks ago