Podcast
ACTEC Trust & Estate Talk
Hosted by The American College of Trust and Estate Counsel | ACTEC · EN
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.
64episodes
Episodes
Newest firstAll episodes
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
1w ago00:12:07Summary readyLearn 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.
Summary
Planning With Directed Trusts
2w ago00:10:41Summary readyLearn 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.
Summary
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
3w ago00:11:05Summary readyLearn 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.
Summary
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
4w ago00:08:59Summary readyModern 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.
Summary
The Family Office Landscape: Overview of Models, Services, and Options
May 1800:15:02Summary readyExplore 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.
Summary
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
May 500:29:05Summary readyExplore 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.
Summary
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Apr 2800:34:23Summary readyExplore 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.
Summary
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Apr 2100:26:33Summary readyExplore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of "normal," redefining differences, and highlighting how every brain processes the world uniquely. 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.
Summary
Private Trust Company Design Considerations for Family Wealth Planning
Apr 1400:08:56Summary readyExplore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth 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.
Summary
Trust Funding Options
Apr 700:07:57Summary readyLearn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. 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.
Summary