ACTEC
ACTEC Fellows
Podcasts for the Fellows of ACTEC.
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Lessons from the Front Line – Private Foundation Self-Dealing Traps and Landmines
31.10.2025
1:14:16
Meet the New Law, Same as the Old Law – Estate Planning in Uncertain Times
31.10.2025
1:15:00
Helicopter Parents, Pre-Nups and Plans
31.10.2025
1:16:01
Lesser-Known but Useful Trusts for Planners to Have in Their Toolbox – When to Consider, Challenges to Use, and Variances in Use
31.10.2025
1:14:28
Napkins, Notebooks, and the Tablet Testator – Statutes, Screens and the Slippery Slope of Non-Traditional Wills
31.10.2025
1:16:15
Stand Alone Session 4: Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can the Damage Be Undone?
07.07.2025
1:44:39
Stand Alone Session 3: Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation
07.07.2025
1:59:48
Stand Alone Session 2: No Loonies, Mo' Problems: Gift Planning With Non-Cash Assets
07.07.2025
1:49:50
Stand Alone Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion
07.07.2025
1:56:12
Unwrapping Controversy: Litigating the Law of Giving
07.07.2025
1:13:32
What Even You Need to Know About Foreign Trusts, Assets and Beneficiaries
07.07.2025
1:16:53
A Deep Dive into the GST Abyss
07.07.2025
1:14:33
Cultural Competence in Estate Planning
10.04.2025
1:28:40
Hot Topics
10.04.2025
1:31:25
Agree Not to Disagree with Buy-Sell Agreements After Connelly
10.04.2025
1:29:48
In the Pitch: Fairway or Rough? Managing Client Needs (and Mitigating Client Issues) Post-Planning
10.04.2025
1:29:14
This Isn't Your Father's Life Insurance Policy
10.04.2025
1:29:46
It's Complicated: Multijurisdictional Incapacity
10.04.2025
1:25:31
Taking Care of Business: Why (and How) a Purpose Trust Might Be the Answer to Your Client's Business Succession Challenges
10.04.2025
1:29:26
Tax Potpourri
10.04.2025
1:29:50
Tech Talks: Mastering Cybersecurity, Artificial Intelligence, and Practice Management
10.04.2025
1:29:02
From the Old World to the New: The Burgeoning Use of Letters of Wishes in Modern Estate Planning
10.04.2025
1:31:48
L. Henry Gissel, Jr. Spirit of ACTEC Lecture by Ann B. Burns
28.03.2025
1:04:04
2025 Trachtman Lecture by Stephen R. Akers
28.03.2025
1:09:36
Ron Aucutt - Oct 25 2024
31.10.2024
8:26
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