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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…
6 months, 1 week 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…
6 months, 2 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…
6 months, 3 weeks 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…
7 months, 1 week 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…
7 months, 1 week ago
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…
7 months, 2 weeks 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…
7 months, 3 weeks 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…
8 months, 2 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-…
8 months, 3 weeks 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…
9 months, 2 weeks ago