Cover image of ACTEC Trust & Estate Talk

ACTEC Trust & Estate Talk

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 ... Read more

Ranked #1

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Marriage, Divorce and Asset Protection

Marriage, Divorce and Asset Protection

Tips to protect assets in prenuptial agreements, divorce agreements, and how to manage associated estate taxes. The Amer... Read more

2 Jul 2019

12mins

Ranked #2

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Third-Party Created Irrevocable Trusts: Protections and Pitfalls

Third-Party Created Irrevocable Trusts: Protections and Pitfalls

Understand the ins-and-outs of third-party created irrevocable trust, examples and how they might vary between states. T... Read more

4 Jun 2019

13mins

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Ranked #3

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The Uniform Trust Code and the Future of American Trust Law

The Uniform Trust Code and the Future of American Trust Law

A discussion of the evolution of the Uniform Trust Code and the changes in trust and estate design and administration. T... Read more

16 Jul 2019

9mins

Ranked #4

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Marrying into Elder Abuse

Marrying into Elder Abuse

Elder abuse by marrying to obtain wealth is on the rise. Understand the inadequate and new laws surrounding the issue. T... Read more

14 May 2019

11mins

Most Popular Podcasts

Ranked #5

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The SECURE Act

The SECURE Act

Understand the impacts of the SECURE Act and how it may affect non-spouse beneficiaries of retirement accounts. The Amer... Read more

12 Nov 2019

12mins

Ranked #6

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The New Rules of Professional Conduct for Lawyers

The New Rules of Professional Conduct for Lawyers

A discussion of the ABA’s Model Rules of Professional Conduct surrounding scope of representation, communication, confid... Read more

28 May 2019

10mins

Ranked #7

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What Estate Planners Need to Know About Social Security, Medicare, and the Self-Employment Tax

What Estate Planners Need to Know About Social Security, Medicare, and the Self-Employment Tax

Social Security and Medicare, the federal and state income taxation of Social Security, the ability of dependents to rec... Read more

18 Feb 2020

12mins

Ranked #8

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Basic Charitable Giving

Basic Charitable Giving

Overview of the fundamentals of basic charitable giving including income tax, the estate and gift tax, and donating to a... Read more

27 Aug 2019

10mins

Ranked #9

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S Corporation Death Traps

S Corporation Death Traps

What happens when the principal shareholder of an S corporation dies? Solutions are discussed by estate planning experts... Read more

7 Jan 2020

10mins

Ranked #10

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Levitan v. Rosen Case

Levitan v. Rosen Case

Are trusts considered marital property?  A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer... Read more

31 Dec 2019

10mins

Ranked #11

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Charitable Remainder Trusts (CRT)

Charitable Remainder Trusts (CRT)

Overview of Charitable Remainder Trusts, CRT, including CRAT, CRUT, Split-Interest Trusts and answers to frequently aske... Read more

24 Sep 2019

13mins

Ranked #12

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A Primer on Private Foundations

A Primer on Private Foundations

A primer on creating a charitable private foundation, federal tax rules, state laws and required corporate documents. Th... Read more

10 Sep 2019

9mins

Ranked #13

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Update of Asset Protection Trust Litigation

Update of Asset Protection Trust Litigation

A review of recent asset protection trust court cases - Wacker, Campbell, Cyr and Rensin - and offers the lessons learne... Read more

17 Dec 2019

12mins

Ranked #14

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An Introduction to Individual Charitable Deductions

An Introduction to Individual Charitable Deductions

What you need to know regarding income tax charitable deductions for individuals following the 2017 Tax Cuts and Job Act... Read more

3 Sep 2019

11mins

Ranked #15

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Self-Settled Spendthrift Trusts

Self-Settled Spendthrift Trusts

Understand how to minimize the risks and avoid fraudulent transfer rulings with creating self-settled spendthrift trusts... Read more

10 Dec 2019

9mins

Ranked #16

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Intrafamily Business Sales and Loans

Intrafamily Business Sales and Loans

What to keep in mind when dealing with intrafamily business transactions, sales, and loans to avoid the scrutiny they re... Read more

28 Jan 2020

8mins

Ranked #17

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An Introduction to Charitable Pledges

An Introduction to Charitable Pledges

How do charitable pledges work for both the donor and charity? Learn the basics in this podcast from trust and estate ex... Read more

29 Oct 2019

12mins

Ranked #18

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Autonomy in Estate Planning | Opportunity Grant

Autonomy in Estate Planning | Opportunity Grant

Experts discuss how to build autonomy in estate planning with next-generation beneficiaries through trust, purpose and o... Read more

7 Apr 2020

8mins

Ranked #19

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The Impact of Tax Reform on Trusts After Divorce

The Impact of Tax Reform on Trusts After Divorce

The Tax Cut and Jobs Act had an enormous impact on existing trusts after divorce. Understand the impact and learn about ... Read more

5 Nov 2019

10mins

Ranked #20

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An Introduction to Individual Donor Advised Funds - DAF

An Introduction to Individual Donor Advised Funds - DAF

An introduction to Individual Donor Advised Funds, the rules and advantages when compared to a private foundation. The A... Read more

22 Oct 2019

9mins

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