ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
New 90-Day Deadline to Report Partnership Transactions
The IRS and Treasury finalize rules on reporting certain partnership basis shifts as Transactions of Interest (TOIs), effective January 14, 2025. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
13 min
8 April 2025
Avoiding Common Ethical Traps in Estate Planning
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
11 min
11 March 2025
The Potential Impact of Proposed Amendments to Circular 230
The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
8 min
4 March 2025
IRA Estate Planning Ideas to Discuss with Your Clients
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
11 min
25 February 2025
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
6 min
18 February 2025
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
12 min
11 February 2025
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2
Trust and estate experts offer an analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners, in Part 2 of this two-part topic. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
13 min
4 February 2025
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
12 min
28 January 2025
Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
21 min
21 January 2025
Legal and Tax Considerations When Representing Influencers and Content Creators
Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valuation. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
