ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC
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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 expertise in estate planning, probate and trust administration.

  1. Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices

    hace 1 d

    Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices

    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 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.

    11 min
  2. Using AI for Document Review: Getting Started for Trust and Estate Attorneys

    16 jun

    Using AI for Document Review: Getting Started for Trust and Estate Attorneys

    Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality. 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 min
  3. Planning With Directed Trusts

    9 jun

    Planning With Directed Trusts

    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 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.

    11 min
  4. Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest

    2 jun

    Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest

    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-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.

    11 min
  5. Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts

    26 may

    Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts

    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 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 min
  6. The Family Office Landscape: Overview of Models, Services, and Options

    18 may

    The Family Office Landscape: Overview of Models, Services, and Options

    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 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.

    15 min
  7. How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change

    5 may

    How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change

    Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse individuals. 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.

    29 min
  8. Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)

    28 abr

    Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)

    Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (Part 2 of 3 of Trachtman Lecture) 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.

    34 min
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Información

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 expertise in estate planning, probate and trust administration.

Ficha técnica

  • Creado por
    The American College of Trust and Estate Counsel | ACTEC
  • Años en activo
    2018 - 2026
  • Episodios
    382
  • Clasificación
    Apto
  • Derechos de autor
    © 2018-2023 The American College of Trust and Estate Counsel (ACTEC) All rights reserved.
  • Sitio web del podcast
    ACTEC Trust & Estate Talk

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