Rephonic
Artwork for ACTEC Trust & Estate Talk
Estate Planning
Artificial Intelligence
Charitable Gifts
Trust and Estate Law
Undue Influence
Grantor Trusts
ACTEC
Civilization
Gift Tax
Federal Estate Tax Return
Anti-Mortem Probate
Qualified Appraisals
Contemporaneous Written Acknowledgments
Government Regulation
Fiduciary Disputes
Chief Counsel Advice
Tax Cuts and Jobs Act
Medicaid
Probate
IRS Chief Counsel Advice CCA 2023-52018

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... more

PublishesWeeklyEpisodes355Founded8 years ago
Number of ListenersCategories
BusinessInvestingGovernment

Listen to this Podcast

Artwork for ACTEC Trust & Estate Talk

Latest Episodes

Artificial Intelligence is redefining publicity rights. From ABBA’s “ABBAtars” to AI voice cloning and estate planning battles, the legal landscape is shifting fast. ACTEC Fellows discuss the challenges and their implications for legacy planning.

... more

YouTube

Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportunities.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-e... more

YouTube

Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and investors.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-el... more

YouTube

Discover how the One Big Beautiful Bill Act reshapes Qualified Opportunity Zones, estate planning rules, and tax strategies for investors.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust a... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Talking Tax
Talking TaxBloomberg Tax
Motley Fool Money
Motley Fool MoneyThe Motley Fool
Kitces and Carl - Real Talk for Real Financial Advisors
Kitces and Carl - Real Talk for Real Financial AdvisorsMichael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Recent Guests

Steve Akers
Fellow who discussed the inspirations for his lecture at ACTEC.
Episode: Counting Down, Counting Up, Flourishing: Overview
Todd Ankatavinich
ACTEC Fellow and estate planning expert
The American College of Trust and Estate Counsel
Episode: Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3
John Strohmeyer
ACTEC Fellow with a background in hospitality management at Four Seasons Hotel
Episode: Using Technology to Improve Client Services in Your Practice
Professor Christopher R. Hoyt
Professor from Kansas City, Missouri.
Episode: Qualified Charitable Distributions (QCD) from IRAs
Natalie Choate
Expert on retirement benefits and author of 'Life and Death Planning for Retirement Benefits Treatment'
American College of Trust and Estate Counsel
Episode: IRA Estate Planning Ideas to Discuss with Your Clients
Jennifer Jordan-McCall
ACTEC Fellow from Silicon Valley
American College of Trust and Estate Counsel
Episode: Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
Sherry Cohen
Episode: Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
David E. Stutzman
Episode: Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Beth Trachtenberg
Episode: Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition

Hosts

Susan Snyder
ACTEC Fellow from Chicago
John Chalice
ACTEC Fellow

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#188
Taiwan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Q: Are there any special tax considerations for art when we're thinking about asset protection?
Yes, tax considerations arise at purchase and transfer by gift or death, including sales tax and capital gains considerations.
Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Q: What are the primary issues making art a unique asset for protection?
Art is often emotionally attached, leading to family disputes. Additionally, special tax rules apply upon ownership transfer, both during life and at death.
Combatting Elder Financial Abuse
Q: Could you share some particular examples of the types of cases involving lawyers you were just mentioning?
We have seen numerous cases involving attorney misconduct, often allowing financial exploitation to occur.
Combatting Elder Financial Abuse
Q: Can you tell us about your work with law enforcement to obtain criminal prosecutions of elder abuse offenders?
We try to collaborate with law enforcement to ensure criminals are prosecuted, although we sometimes find that law enforcement isn't as aggressive as we would wish.
Combatting Elder Financial Abuse
Q: Are the national statistics that Travis cited consistent with what your office sees?
Yes, the national statistics are consistent with our office's experiences, with a significant number of cases involving financial exploitation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About ACTEC Trust & Estate Talk

What is ACTEC Trust & Estate Talk about and what kind of topics does it cover?

Focusing on the nuances of trust and estate planning, this podcast provides wealth planning professionals with best practice advice and insightful commentary on pertinent topics within the industry. Episodes often cover legislative updates, innovative estate planning strategies, and ethical considerations relevant to the field. It uniquely emphasizes the interplay between legal frameworks, financial planning, and client relationships, making it an essential resource for professionals looking to enhance their knowledge and practices within the trust and estate narrative.

Where can I find podcast stats for ACTEC Trust & Estate Talk?

Rephonic provides a wide range of podcast stats for ACTEC Trust & Estate Talk. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to ACTEC Trust & Estate Talk and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does ACTEC Trust & Estate Talk get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for ACTEC Trust & Estate Talk, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for ACTEC Trust & Estate Talk?

Rephonic provides comprehensive predictive audience data for ACTEC Trust & Estate Talk, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does ACTEC Trust & Estate Talk have?

To see how many followers or subscribers ACTEC Trust & Estate Talk has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to ACTEC Trust & Estate Talk?

These podcasts share a similar audience with ACTEC Trust & Estate Talk:

1. Small Business Tax Savings Podcast
2. What Should I Do With My Money?
3. Talking Tax
4. Motley Fool Money
5. Kitces and Carl - Real Talk for Real Financial Advisors

How many episodes of ACTEC Trust & Estate Talk are there?

ACTEC Trust & Estate Talk launched 8 years ago and published 355 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact ACTEC Trust & Estate Talk?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for ACTEC Trust & Estate Talk?

Rephonic pulls ratings and reviews for ACTEC Trust & Estate Talk from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for ACTEC Trust & Estate Talk?

Rephonic provides full transcripts for episodes of ACTEC Trust & Estate Talk. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on ACTEC Trust & Estate Talk?

Recent guests on ACTEC Trust & Estate Talk include:

1. Steve Akers
2. Todd Ankatavinich
3. John Strohmeyer
4. Professor Christopher R. Hoyt
5. Natalie Choate
6. Jennifer Jordan-McCall
7. Sherry Cohen
8. David E. Stutzman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days