296 episodes

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.

ACTEC Trust & Estate Talk The American College of Trust and Estate Counsel | ACTEC

    • Business
    • 4.5 • 65 Ratings

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.

    AI-Related Practice Management Considerations for Law Firms

    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.

    • 9 min
    The Ethical Use of Artificial Intelligence in Trust & Estate Law

    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.

    • 11 min
    What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?

    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.

    • 19 min
    The IRS Ruling on Modifying a Grantor Trust

    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.

    • 15 min
    The New Normal for Charitable Tax Planning

    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.

    • 11 min
    A Discussion of Ante-Mortem Probate

    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.

    • 8 min

Customer Reviews

4.5 out of 5
65 Ratings

65 Ratings

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