ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust and Estate Talk offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. ACTEC, a professional society of peer elected trust and estate lawyers, is passionate about estate and trust issues including elder law, estate planning, wealth management, probate law, wills, living wills, power of attorney, guardianship, medical power of attorney, trusts, irrevocable trusts, special needs trusts, charitable trusts, trust funds, Rockefeller trusts, marital trusts, asset protection, family partnerships, estate taxes, gift taxes, tax legislation, tax law, and tax reform.

  • 8 minutes 50 seconds
    Government Regulation of Artificial Intelligence

    Rapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    30 April 2024, 1:53 pm
  • 9 minutes 59 seconds
    AI-Related Practice Management Considerations for Law Firms

    A discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and more.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    23 April 2024, 12:14 pm
  • 11 minutes 29 seconds
    The Ethical Use of Artificial Intelligence in Trust & Estate Law

    A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    16 April 2024, 11:52 am
  • 19 minutes 56 seconds
    What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?

    A primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    9 April 2024, 8:33 pm
  • 15 minutes 41 seconds
    The IRS Ruling on Modifying a Grantor Trust

    Explore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning insights.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    2 April 2024, 4:39 pm
  • 11 minutes 56 seconds
    The New Normal for Charitable Tax Planning

    Exploring crucial aspects of charitable tax planning: contemporaneous written acknowledgments, qualified appraisals, and anticipatory assignment of income.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    25 March 2024, 11:40 pm
  • 8 minutes 2 seconds
    A Discussion of Ante-Mortem Probate

    A law professor discusses updates in ante-mortem probate, aka pre-mortem probate, exploring benefits, risks, and state procedures in the evolving legal terrain.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    19 March 2024, 6:25 pm
  • 10 minutes 26 seconds
    Tips for Preparing a Federal Estate Tax Return

    An estate expert offers tips to professionals preparing a Federal Estate Tax Return, form 706, such as adjustable taxable gifts, real property, and more.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    12 March 2024, 7:46 pm
  • 9 minutes 16 seconds
    Client Restrictions on Charitable Gifts

    Expert trust and estate advice and insights regarding restrictions for charitable gifts, managing donor intent, and the institution’s considerations.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    5 March 2024, 7:29 pm
  • 11 minutes 8 seconds
    Conflicts of Interest in T&E Litigation

    Exploring conflicts of interest in trust and estate litigation, from joint representations to multi-generational complexities, navigating ethical challenges.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    27 February 2024, 5:53 pm
  • 13 minutes 25 seconds
    A Trustee's Duty to Minimize State Income Tax

    Navigating a trustee’s duty to minimize state income taxes entails legal, practical, and moral considerations, ensuring fiduciary obligations are met.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    20 February 2024, 6:23 pm
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