ACTEC

ACTEC Fellows

Education EN ↓ 90 episodes

Podcasts for the Fellows of ACTEC.

Be sure to visit the podcast's website and support the creator: actecfellow.libsyn.com

Author

ACTEC

Episodes

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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