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Artwork for ACTEC Trust & Estate Talk
Estate Planning
Artificial Intelligence
Charitable Gifts
Trust and Estate Law
Undue Influence
Grantor Trusts
Civilization
Gift Tax
ACTEC
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

PublishesTwice monthlyEpisodes366Founded8 years ago
Number of ListenersCategories
InvestingBusinessGovernment

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Artwork for ACTEC Trust & Estate Talk

Latest Episodes

When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship.

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

YouTube

Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs.

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

YouTube

How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance.

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

YouTube

Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation.

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

YouTube

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Recent Guests

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
Ritu Pepoff
ACTEC Fellow from Chicago
American Bar Association
Episode: Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct
Christopher Hoyt
ACTEC fellow and Professor at the University of Missouri School of Law
University of Missouri
Episode: Your Income Tax Charitable Deductions Are Different in 2026
Steve Bono
ACTEC Fellow based in Chicago, Illinois
American College of Trust and Estate Counsel
Episode: Gift Tax Blunders: Common Mistakes on Form 709
Brent Nelson
ACTEC Fellow from Tucson, Arizona
American College of Trust and Estate Counsel
Episode: Taxation of Foreign Non-Grantor Trusts
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

Hosts

Travis Hayes
ACTEC Fellow
John Chalice
ACTEC Fellow
Susan Snyder
ACTEC Fellow from Chicago

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Talking Points

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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.

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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?

The content focuses on wealth planning, estate planning, and trust administration, with discussions around taxation, gift and estate tax blunders, and legislative changes impacting these areas. Topics such as Qualified Business Income deductions, foreign trusts, and charitable contributions are thoroughly examined. Notably, the approach blends technical expertise with engaging commentary, often utilizing case studies and real-world examples to illustrate complex concepts, making it accessible for professionals and practitioners alike. The podcast provides insights from leading experts in the field, ensuring listeners are informed about the latest trends, challenges, and strategies in trust and estate planning.

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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. WSJ What’s News
2. The Long View
3. Freakonomics Radio
4. Planet Money
5. The Daily

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

ACTEC Trust & Estate Talk launched 8 years ago and published 366 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. Wendy Goff
2. Terry Franklin
3. Ritu Pepoff
4. Christopher Hoyt
5. Steve Bono
6. Brent Nelson
7. Steve Akers
8. Todd Ankatavinich

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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