PODCAST

ACTEC Fellows

ACTEC

Podcasts for the Fellows of ACTEC.

education language learning

All Episodes

01:23:52

ACTEC 2026 Annual Meeting – Symposium

ACTEC Fellows ·

2026/03/19

Our panel reviews topics such as: How to protect your searches from prying eyes (aka, how to protect privileges) The impact on billing rates when using AI • Implementing AI in a safe way into your practice – confidentiality and privilege • Avoiding work slop – using AI in an effective and efficient manner • How to deal with clients who use AI to do their own estate and tax research • Guidelines for your employees on how they will use it • Ethics – supervision of younger lawyers

en-us

01:29:44

ACTEC 2026 Annual Meeting – Hot Topics

ACTEC Fellows ·

2026/03/19

The Hot Topics Program features a dynamic blend of federal tax and state fiduciary law developments during the past year. Among the topics addressed are: • The impact of the One Big Beautiful Bill Act, H.R. 1, including the 2/37th cutback on itemized deductions, and ACTEC's comments thereto; • Estate planning in light of the permanent estate and gift tax exclusion amount of $15 million (subject to indexing) beginning on January 1, 2026; • The IRS's aggressive litigation position on grantor retained

en-us

01:29:57

ACTEC 2026 Annual Meeting – Seminar H

ACTEC Fellows ·

2026/03/19

Equity compensation offers great opportunity—and great complexity. This session explores the evolving landscape of executive pay, including stock options, restricted stock, and deferred compensation arrangements, and examines practical income and estate tax planning strategies to help executives (and their advisors) unlock value, manage timing, and preserve wealth.

en-us

01:33:01

ACTEC 2026 Annual Meeting – Seminar G

ACTEC Fellows ·

2026/03/19

Estate tax apportionment is easy in theory but can be unforgiving in practice creating a number of challenges and, if you are not careful, unanticipated consequences. This session will provide a practical view on how apportionment using different formulas and concepts will significantly impact trust funding and potentially the entire estate plan. The presentation will focus on the choice of funding formulas and tax apportionment clauses, including critical factors to consider, as well as various

en-us

01:32:54

ACTEC 2026 Annual Meeting – Seminar F

ACTEC Fellows ·

2026/03/19

This program will review the recent court decisions and policy positions of the Trump administration and its interpretation and enforcement of federal civil rights laws, including potential impacts on exempt status under IRC section 501(c)(3). The panel's discussion will focus on the impact of these decisions and policy positions on existing restricted funds, such as scholarship funds, with criteria based on one or more protected characteristics, such as race or national origin. The panelists will

en-us

01:30:35

ACTEC 2026 Annual Meeting – Seminar E

ACTEC Fellows ·

2026/03/19

Nothing is certain except death and taxes… and disasters. Although one never knows when disaster will strike, one can prepare for it, plan for ways to persist through it, and learn about the ways charitable resources can be provided to disaster relief victims. The panelists will discuss pre-disaster planning ideas with a focus on insurers' responsibilities and the pitfalls of homeowners insurance coverage related to Dwelling, Personal Property, and Alternative Living Expenses, and preparing your

en-us

01:29:02

ACTEC 2026 Annual Meeting – Seminar D

ACTEC Fellows ·

2026/03/19

In the high-stakes world of fiduciary litigation, timing is everything. File timely or your claim may be forever barred. Will contests can turn on periods of limitations, repose, and notice requirements. After-discovered wills pose their own unique problems. Trust contests may face a hard statute of limitations, or extend for decades, absent being torpedoed by equitable doctrines. And claims against fiduciaries for breach blend both worlds: statutory periods collide with equitable concepts, and the

en-us

01:30:58

ACTEC 2026 Annual Meeting - Seminar C

ACTEC Fellows ·

2026/03/19

This panel will explore foreign trusts in the context of US tax and estate planning. The panelists will use case studies to ladder from fundamentals to intermediate and advanced applications, with the intent of domestic planners deepening their understanding of cross-border planning and cross-border specialists finding a challenge or two.

en-us

01:33:08

ACTEC 2026 Annual Meeting - Seminar B

ACTEC Fellows ·

2026/03/19

The term "family office" has become pervasive, but what does it even mean? What are the choices for families who think they might need or want a family office? This program will provide an overview of various family office designs and the tax and non-tax considerations for each. The presenters will provide a framework for advisors to use when helping clients determine the best option to achieve the family's goals over time, including the creative use of directed trusts and purpose trusts in the

en-us

01:29:49

ACTEC 2026 Annual Meeting - Seminar A

ACTEC Fellows ·

2026/03/19

When an elder is relocated across state lines amid family conflict, the result is often a high-stakes legal brawl. This session explores how contested guardianships intersect with interstate jurisdiction and attempts to assert pre-mortem control over vulnerable adults. With a focus on competency—especially in the execution of powers of attorney and other estate planning documents—you'll hear from two litigators and a probate judge about how these cases unfold in real time, and how to navigate or

en-us

01:27:23

2026 Trachtman Lecture by Haley Moss

ACTEC Fellows ·

2026/03/13

Neurodiversity: Leveling Up Our Perspective

en-us

01:14:26

Drawing the Line – Identifying the Client and...

ACTEC Fellows ·

2025/10/31

en-us

01:14:16

Lessons from the Front Line – Private Foundation...

ACTEC Fellows ·

2025/10/31

en-us

01:15:00

Meet the New Law, Same as the Old Law – Estate...

ACTEC Fellows ·

2025/10/31

en-us

01:16:01

Helicopter Parents, Pre-Nups and Plans

ACTEC Fellows ·

2025/10/31

en-us

01:14:28

Lesser-Known but Useful Trusts for Planners to Have...

ACTEC Fellows ·

2025/10/31

en-us

01:16:15

Napkins, Notebooks, and the Tablet Testator –...

ACTEC Fellows ·

2025/10/31

en-us

01:44:39

Stand Alone Session 4: Written in Sand or Carved in...

ACTEC Fellows ·

2025/07/07

en-us

01:59:48

Stand Alone Session 3: Planning to Report: The...

ACTEC Fellows ·

2025/07/07

en-us

01:49:50

Stand Alone Session 2: No Loonies, Mo’ Problems: Gift...

ACTEC Fellows ·

2025/07/07

en-us

77 results

ACTEC Fellows

All Episodes

Similar Podcasts

Science Talk

Albert Einstein College of Medicine

五分钟心理学

柠檬心理

Daily Facts

Amalia Dupray and Montgomery Jones.

Les dents et dodo

BFMTV

Veterinary Clinical Podcasts

The Royal Veterinary College