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 | 390 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessGovernment | |||
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Latest Episodes
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of p... more
Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and... more
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected tru... more
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected... more
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust a... more
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
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
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
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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?
A weekly series focused on wealth planning, estate planning, probate, and trust administration, with in-depth discussions led by seasoned practitioners and ACTEC Fellows. Episodes frequently cover trust modifications, fiduciary liability, tax rules affecting estates, expat-related planning, grantor trusts, bypass trusts, directed trusts, family offices, and the evolving regulatory landscape. Guests are typically subject-matter experts from ACTEC and legal practitioners who translate complex statutes and fiduciary duties into practical guidelines for attorneys, fiduciaries, and high-net-worth clients. A notable strength is the emphasis on actionable drafting considerations, risk mitigation, and real-world case context, making it useful for l... 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. The Long View
2. Investing Insights
3. The Great Retirement Debate with Ed Slott & Jeffrey Levine
4. WSJ Minute Briefing
5. Retire Sooner with Wes Moss
How many episodes of ACTEC Trust & Estate Talk are there?
ACTEC Trust & Estate Talk launched 9 years ago and published 390 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. Jimmy Doherty
2. Lou Harrison
3. Amanda Darcy
4. Beth Shapiro Kaufman
5. Tonyanne Cruz
6. Kristen Curatolo
7. Jenny Smith
8. Mickey Davis
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.