ACTEC Fellows episodes:

• October 31, 2025Drawing the Line – Identifying the Client and Untangling Ethical Knots in Estate Planning

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• October 31, 2025Lessons from the Front Line – Private Foundation Self-Dealing Traps and Landmines

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• October 31, 2025Meet the New Law, Same as the Old Law – Estate Planning in Uncertain Times

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• October 31, 2025Helicopter Parents, Pre-Nups and Plans

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• October 31, 2025Lesser-Known but Useful Trusts for Planners to Have in Their Toolbox – When to Consider, Challenges to Use, and Variances in Use

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• October 31, 2025Napkins, Notebooks, and the Tablet Testator – Statutes, Screens and the Slippery Slope of Non-Traditional Wills

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• July 07, 2025Stand Alone Session 4: Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can the Damage Be Undone?

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• July 07, 2025Stand Alone Session 3: Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation

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• July 07, 2025Stand Alone Session 2: No Loonies, Mo' Problems: Gift Planning With Non-Cash Assets

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• July 07, 2025Stand Alone Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion

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