Podcast Episodes
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Designing and Drafting Trusts in Light of the SECURE Act | Part 3 of 5 | SECURE Act Special
Episode 104
Conduit and accumulation trusts have changed under the SECURE Act. An expert estate planning attorney discusses what has changed and how to mix and m…
5 years, 11 months ago
Planning for Common Scenarios Under the SECURE Act | Part 2 of 5| SECURE Act Special
Episode 103
Understanding the SECURE Act's impact on common estate planning issues such as naming surviving spouses and adult children as beneficiaries.
The Amer…
5 years, 11 months ago
Updating Existing Estate Plans Under the SECURE Act | Part 1 of 5 |SECURE Act Special
Episode 102
Recommendations for trust and estate attorneys as to what to discuss with clients and next steps following the SECURE Act.
The American College of Tr…
5 years, 11 months ago
Autonomy in Estate Planning | Opportunity Grant
Episode 101
Experts discuss how to build autonomy in estate planning with next-generation beneficiaries through trust, purpose and opportunity grants.
The Americ…
6 years ago
Looking Back at Our Most Popular Podcasts | 100th Special
Episode 100
Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Esta…
6 years ago
The Intersection of Positive Psychology in Estate Planning
Episode 99
Can estate planning documents like a Will or Trust be created with well-being in mind? ACTEC Fellows discuss the importance of positive psychology an…
6 years ago
Resolving Trustee Deadlocks | Resolving Trustee Disputes
Episode 98
What can you do when co-trustees disagree? How can you resolve trustee deadlocks? Learn more in this podcast.
The American College of Trust and Estat…
6 years ago
Alternative Investments: An Investment Dream - A Planning Nightmare
Episode 97
An explanation of the characteristics of alternative investments, the risks associated with them, and how the risks can be addressed in the estate pl…
6 years, 1 month ago
How Guardians Make Decisions on Behalf of Their Wards
Episode 96
Learn about the guardianship policies of substituted judgment and best interest that guardians should consider when making decisions for a vulnerable…
6 years, 1 month ago
Cross-Border Recognition of Powers of Attorney and Guardianships
Episode 95
Powers of Attorney and Guardianship vary from state to state and internationally. Learn more about their portability and what's recognized overseas.
…6 years, 1 month ago