ACTEC Trust & Estate Talk

ACTEC Trust & Estate Talk

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

  • Self-Settled Spendthrift Trusts

    Understand how to minimize the risks and avoid fraudulent transfer rulings with creating self-settled spendthrift trusts.

    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.

    10 min
  • The New Illinois Trust Code

    An overview of the new Illinois Trust Code, which is based on the Uniform Trust Code, by a veteran member of the task force.

    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
  • Deemed Realization of Gains on Gratuitous Transfers

    A discussion of ACTEC's report provided to the US government on proposals to tax the deemed realization of gain on gratuitous transfers of appreciated property.

    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
  • Qualified Opportunity Funds and Opportunity Zones

    A deep dive into the benefits and concerns of Qualified Opportunity Funds and Opportunity Zones proposed regulations.

    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.

    18 min
  • The SECURE Act

    Understand the impacts of the SECURE Act and how it may affect non-spouse beneficiaries of retirement accounts.

    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.

    13 min
  • The Impact of Tax Reform on Trusts After Divorce

    The Tax Cut and Jobs Act had an enormous impact on existing trusts after divorce. Understand the impact and learn about ACTEC's comments to the government and solutions to consider.

    The American College of Trust and Estate Counsel, ACTEC, The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,500 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

    11 min
  • An Introduction to Charitable Pledges

    How do charitable pledges work for both the donor and charity? Learn the basics in this podcast from trust and estate experts.

    The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,500 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

    13 min
  • An Introduction to Individual Donor Advised Funds - DAF

    An introduction to Individual Donor Advised Funds, the rules and advantages when compared to a private foundation.

    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.

    10 min
  • Deferred and Flexible Charitable Gift Annuities

    Understand how Charitable Gift Annuities, CGA, can be structured with predictable and/or flexible payment streams.

    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.

    10 min
  • Charitable Gift Annuities

    A Charitable Gift Annuity is a simple and cost effective estate planning tool that benefits charities and donors during their lifetime. Learn more from an expert on the subject.

    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 min

About ACTEC Trust & Estate Talk

From the publisher's feed

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…

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