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Estate Planning
Internal Revenue Code Chapter 14
Gift Tax
Trust and Estate Law
Artificial Intelligence
Estate Tax
Wealth Planning
IRS
One Big Beautiful Bill Act
Tax Cuts and Jobs Act
Wealth Transfer Planning
Family-Owned Businesses
Qualified Small Business Stock
One Big Beautiful Bill
Technology
Asset Protection
Buy-Sell Agreements
Fiduciary Income Tax Planning
Circular 230
Family-Limited Partnerships

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

PublishesWeeklyEpisodes376Founded8 years ago
Number of ListenersCategories
InvestingGovernmentBusiness

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Artwork for ACTEC Trust & Estate Talk

Latest Episodes

Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals.

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

YouTube

Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture)

The American College of Trust and Estate Counsel, ACTEC, is a professiona... more

YouTube

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

YouTube

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

YouTube

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Recent Guests

Haley Moss
Speaker and disability advocate discussing neurodiversity in the workplace
Episode: Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Elise McGee
ACTEC Fellow from Chicago
Chicago, Illinois
Episode: Private Trust Company Design Considerations for Family Wealth Planning
Stacey Singer
ACTEC Fellow
Chicago, Illinois (hosted on episode)
Episode: Trust Funding Options
Sue Abbott
ACTEC Fellow discussing disaster relief charitable giving
Boston, Massachusetts
Episode: Providing Charitable Assistance to Survivors of a Disaster
Jeff DeFrancisco
ACTEC Fellow from Pasadena, California
ACTEC
Episode: Disaster Preparedness for Trust and Estate Planning
Christian Kelso
ACTEC Fellow from Dallas, Texas; expert on hiring and mentoring law graduates in estate planning
Dallas, Texas; ACTEC
Episode: Hiring the Next Generation of Trust and Estate Attorneys
Susan Bart
ACTEC Fellow from Arizona and Illinois
Episode: Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Wendy Goff
ACTEC Fellow
The American College of Trust and Estate Counsel
Episode: Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them
Terry Franklin
Trust and estate litigator and ACTEC Fellow
The American College of Trust and Estate Counsel
Episode: How Cultural Awareness Improves Estate Planning Outcomes

Hosts

Connie Ister
ACTEC Fellow; host with focus on estate planning and professional ethics; affiliated with American College of Trust and Estate Counsel
Travis Hayes
ACTEC Fellow; host specializing in trust planning, gift tax, and cross-border issues

Chart Rankings

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

Apple Podcasts
#235
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Q: What role does disclosure play in creating an inclusive culture, and how should teams respond when someone shares their neurodivergent identity?
Haley explains that disclosure is a personal choice tied to safety and accommodations; workplaces should respond with respect, avoid infantilization, and actively solicit input from neurodivergent employees to tailor supports and opportunities.
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Q: What practical steps can organizations take to move beyond a 'warm fuzzy' approach to real inclusion?
The speaker discusses concrete actions such as ensuring decision-making includes neurodivergent voices, implementing tailored accommodations beyond token gestures, and creating structures like SDMs and robust mentorship to support authentic participation and career growth.
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Q: Can you share a personal story that illustrates both barriers and breakthroughs in the workplace for neurodivergent professionals?
Haley recounts experiences with colleagues who disclosed their neurodivergence and faced decisions about career advancement, illustrating how inclusive environments enable talent to thrive and how misperceptions can hinder opportunity unless organizations actively cultivate belonging.
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Q: I do want to shift gears for a moment to talk about Employment. How does neurodivergence impact adults in the workforce today, and what challenges persist?
Haley Moss explains that neurodivergence affects employment through underemployment, misalignment of skills, and stigma. She highlights real-world examples and emphasizes the need for meaningful accommodations, representation, and a culture that values diverse working styles rather than forcing conformity.
Private Trust Company Design Considerations for Family Wealth Planning
Q: And the question I get a lot from clients is this, should my private trust company be my family office?
The host explains that typically the family office should be separate from the private trust company to avoid regulatory and jurisdictional issues, with governance and oversight considerations depending on whether the PTC is regulated or unregulated.

Audience Metrics

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Listeners per Episode
Gender Skew
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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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Which podcasts are similar to ACTEC Trust & Estate Talk?

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

1. Tradeoffs
2. Small Business Tax Savings Podcast
3. The Retirement and IRA Show
4. Your Money, Your Wealth
5. The Libertarian

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ACTEC Trust & Estate Talk launched 8 years ago and published 376 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on ACTEC Trust & Estate Talk?

Recent guests on ACTEC Trust & Estate Talk include:

1. Haley Moss
2. Elise McGee
3. Stacey Singer
4. Sue Abbott
5. Jeff DeFrancisco
6. Christian Kelso
7. Susan Bart
8. Wendy Goff

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.

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