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Estate Planning
Internal Revenue Code Chapter 14
Gift Tax
Artificial Intelligence
Trust and Estate Law
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

PublishesWeeklyEpisodes385Founded8 years ago
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GovernmentBusinessInvesting

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Artwork for ACTEC Trust & Estate Talk

Latest Episodes

Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.

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

YouTube

Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.

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

YouTube

Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.

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

YouTube

Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.

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

YouTube

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Recent Guests

Kristen Curatolo
ACTEC Fellow
New York, NY
Episode: Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Jenny Smith
ACTEC Fellow
Wilmington, DE
Episode: Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Mickey Davis
ACTEC fellow; attorney from Houston, Texas
ACTEC
Episode: What to Do When a Bypass Trust Was Never Funded
Shayna Kamen
ACTEC Fellow
ACTEC
Episode: Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Michael Gordon
ACTEC Fellow
ACTEC Fellow, Wilmington, Delaware
Episode: Planning With Directed Trusts
Benita Park
ACTEC Fellow from West Palm Beach, Florida
ACTEC
Episode: Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Kim Kamen
ACTEC Fellow discussing family office landscape
ACTEC
Episode: The Family Office Landscape: Overview of Models, Services, and Options
Haley Moss
Attorney, author, and nationally recognized advocate for neurodiversity
Autonomous advocate for neurodiversity; former attorney
Episode: Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Elise McGee
ACTEC Fellow from Chicago
Chicago, Illinois
Episode: Private Trust Company Design Considerations for Family Wealth Planning

Hosts

Peter Gordon
ACTEC fellow and host introducing topics across episodes
Julia Meister
ACTEC Fellow and host guiding discussions on trust and estate topics
Natalie Perry
ACTEC Fellow host with focus on wealth planning and charitable giving topics

Chart Rankings

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

Apple Podcasts
#187
Poland/Business/Investing
Apple Podcasts
#235
Israel/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

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

Listeners per Episode
Gender Skew
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Professions
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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 series consistently centers on advanced estate planning, trust design, tax strategy, and governance for high-net-worth clients, often delivered through expert-led conversations with ACTEC Fellows and seasoned practitioners. Recent episodes pair practical, practitioner-focused discussions on private trust company design, trust funding choices, charitable giving structures, and disaster/recovery planning with broader topics like cultural competence, diversity in estate planning, and emerging investment vehicles. A notable strength is the mix of concrete, actionable guidance (e.g., funding formulas, ownership structures, regulatory considerations) and thought-leadership on ethics, inclusion, and the evolving landscape of tax and charitabl... 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. The Morning Filter
2. Mad Money w/ Jim Cramer
3. The Best One Yet
4. Marketplace
5. Big Take

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

ACTEC Trust & Estate Talk launched 8 years ago and published 385 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. Kristen Curatolo
2. Jenny Smith
3. Mickey Davis
4. Shayna Kamen
5. Michael Gordon
6. Benita Park
7. Kim Kamen
8. Haley Moss

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