
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
| Publishes | Weekly | Episodes | 380 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | GovernmentInvestingBusiness | |||

Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.
The American College of Trust and Estate ... more
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer... more
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
The American College of Trust and Estate Counsel, ACTEC, is a professional societ... more
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #219 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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These podcasts share a similar audience with ACTEC Trust & Estate Talk:
1. The Indicator from Planet Money
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3. Planet Money
4. Tax Smart Real Estate Investors Podcast
5. WSJ Your Money Briefing
ACTEC Trust & Estate Talk launched 8 years ago and published 380 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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Recent guests on ACTEC Trust & Estate Talk include:
1. Michael Gordon
2. Benita Park
3. Haley Moss
4. Elise McGee
5. Stacey Singer
6. Sue Abbott
7. Jeff DeFrancisco
8. Christian Kelso
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.