ACTEC Trust & Estate Talk
The American College of Trust and Estate Counsel | ACTECACTEC 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
| Publishes | Weekly | Episodes | 374 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | GovernmentBusinessInvesting | |||
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Latest Episodes
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of "normal," redefining differences, and highlighting how every brain processes the world uniquely.
The American College of Trust and Estate Counsel, ACTE... more
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected t... more
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and ... more
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer... more
When disaster strikes, preparation matters. Based on real-life lessons from the 2025 Eaton Fire, this episode of ACTEC Trust and Estate Talk shares practical strategies to help clients prepare for, navigate, and recover from natural disasters—from ev... more
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession.
The American College of Trust and Estate Counsel, ACTEC, is a professional soci... more
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
The American College of Trust and Estate Counsel, ACTEC, is a professional soc... more
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust a... more
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Frequently Asked Questions About ACTEC Trust & Estate Talk
What is ACTEC Trust & Estate Talk about and what kind of topics does it cover?
This program targets wealth planning professionals with practical insights on estate and trust law, taxation, and advanced planning strategies. Episodes frequently feature ACTEC Fellows and other legal experts discussing timely topics such as charitable giving, regulatory changes, ethical considerations in family planning, and innovative trust structures. A standout pattern is the deep dives into complex tax and estate planning issues (including cross-border concerns and generation-skipping transfers), often paired with real-world case studies and practical planning tips. The show's notable strengths lie in its access to a broad network of high-caliber practitioners, its willingness to unpack nuanced topics for practitioners, and its blend ... more
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How many listeners does ACTEC Trust & Estate Talk get?
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What are the audience demographics for ACTEC Trust & Estate Talk?
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How many subscribers and views does ACTEC Trust & Estate Talk have?
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Which podcasts are similar to ACTEC Trust & Estate Talk?
These podcasts share a similar audience with ACTEC Trust & Estate Talk:
1. Talking Tax
2. The Peter Attia Drive
3. It Turns Out
4. WashingtonWise
5. Good Inside with Dr. Becky
How many episodes of ACTEC Trust & Estate Talk are there?
ACTEC Trust & Estate Talk launched 8 years ago and published 374 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?
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What guests have appeared on ACTEC Trust & Estate Talk?
Recent guests on ACTEC Trust & Estate Talk include:
1. Elise McGee
2. Stacey Singer
3. Sue Abbott
4. Jeff DeFrancisco
5. Christian Kelso
6. Susan Bart
7. Wendy Goff
8. Terry Franklin
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.