ACTEC Trust & Estate Talk

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The American College of Trust and Estate Counsel | ACTEC
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Audience & Performance Metrics
1.0K - 1.7K listeners Neutral 4.5 rating 69 reviews 341 episodes USA
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30s Ad: $32 - $40 60s Ad: $39 - $47 CPM Category: Education
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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.

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  • re***@actec.org
  • in***@actec.org

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on ACTEC Trust & Estate Talk.

Hosts

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

Previous Guests

tax expert
A tax expert with extensive knowledge in tax law and regulations, particularly in relation to Circular 230 and its implications for tax professionals. They provide insights and guidance on navigating the complexities of tax compliance and best practices in the field.

Topics Discussed

ethical traps estate planning disciplinary actions disqualifications best practice advice IRS Circular 230 tax professionals proposed changes IRA Estate Planning Retirement Assets Tax Reduction Maximizing Benefits fiduciary income tax planning distributable net income trusts estates income tax estate tax law gift tax law IRC 2036 IRS pronouncements case law tax planning

YouTube Channel

Channel Info

The American College of Trust and Estate Counsel
@ActecOrg

Channel Stats

Subscribers: 2,280
Total Videos: 450
Total Views: 197,874
Joined: Jun 23, 2016
Location: United States

Description

Established in 1949, The American College of Trust and Estate Counsel, ACTEC, is a national nonprofit association of approximately 2,400 lawyers and law professors, peer-elected to membership by demonstrating the highest level of integrity, commitment to the profession, expertise, and experience as trust and estate counselors. ACTEC members (referred to as “Fellows”) have extensive experience in one or more practice areas relating to trusts and estates, including among others: estate and gift tax planning, preparation of revocable and irrevocable trusts and wills; probate; trust administration; trust guardianship and conservatorship administration, fiduciary income taxation; asset protection planning; elder law; employee benefits planning; and charitable planning. ACTEC and its Fellows are committed to the improvement and reform of probate, trust, and tax laws and procedures, and professional practice standards.

Additional Info

Content Rating: None
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Episodes

Here's the recent few episodes on ACTEC Trust & Estate Talk.

0:00 11:29

Avoiding Common Ethical Traps in Estate Planning

Hosts
American College of Trust and Estate Counsel
Keywords
ethical traps estate planning disciplinary actions disqualifications best practice advice

Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications.

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.

0:00 8:17

The Potential Impact of Proposed Amendments to Circular 230

Hosts
ACTEC Trust & Estate Talk
Guests
tax expert
Keywords
IRS Circular 230 tax professionals proposed changes best practice advice

The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand.

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.

0:00 11:15

IRA Estate Planning Ideas to Discuss with Your Clients

Hosts
American College of Trust and Estate Counsel
Keywords
IRA Estate Planning Retirement Assets Tax Reduction Maximizing Benefits

Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.

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.

0:00 6:56

Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates

Hosts
American College of Trust and Estate Counsel
Keywords
fiduciary income tax planning distributable net income trusts estates income tax

Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why.

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.

0:00 12:24

Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law

Hosts
American College of Trust and Estate Counsel
Keywords
estate tax law gift tax law IRC 2036 IRS pronouncements case law estate planning tax planning

An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.

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.

Ratings

Global:
4.5 rating 69 reviews

USA

4.5 ratings 69 reviews

UK

0.0 ratings 0 reviews

Canada

0.0 ratings 0 reviews

Ireland

0.0 ratings 0 reviews

Australia

0.0 ratings 0 reviews

New Zealand

0.0 ratings 0 reviews

Singapore

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South Africa

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