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Artwork for ACTEC Trust & Estate Talk
Estate Planning
Artificial Intelligence
Charitable Gifts
Trust and Estate Law
Undue Influence
Grantor Trusts
Civilization
Gift Tax
ACTEC
Federal Estate Tax Return
Anti-Mortem Probate
Qualified Appraisals
Contemporaneous Written Acknowledgments
Government Regulation
Fiduciary Disputes
Chief Counsel Advice
Tax Cuts and Jobs Act
Medicaid
Probate
IRS Chief Counsel Advice CCA 2023-52018

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... more

PublishesWeeklyEpisodes361Founded8 years ago
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BusinessGovernmentInvesting

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Artwork for ACTEC Trust & Estate Talk

Latest Episodes

Portability can be a powerful tool—until it isn't. In this new ACTEC Trust and Estate Talk episode, we break down Estate of Rowland v. Commissioner and how an incomplete estate tax return cost the surviving spouse $3.7 million in DSUE. Learn what wen... more

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Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors.

The American College of Trust and Estate Counsel, ACTEC, is a professional societ... more

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Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and... more

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Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected tr... more

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Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and e... more

YouTube

Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and es... more

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Artificial Intelligence is redefining publicity rights. From ABBA's "ABBAtars" to AI voice cloning and estate planning battles, the legal landscape is shifting fast. ACTEC Fellows discuss the challenges and their implications for legacy planning.

... more

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Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportunities.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-el... more

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Key Facts

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Recent Guests

Steve Bono
ACTEC Fellow based in Chicago, Illinois
American College of Trust and Estate Counsel
Episode: Gift Tax Blunders: Common Mistakes on Form 709
Brent Nelson
ACTEC Fellow from Tucson, Arizona
American College of Trust and Estate Counsel
Episode: Taxation of Foreign Non-Grantor Trusts
Steve Akers
Fellow who discussed the inspirations for his lecture at ACTEC.
Episode: Counting Down, Counting Up, Flourishing: Overview
Todd Ankatavinich
ACTEC Fellow and estate planning expert
The American College of Trust and Estate Counsel
Episode: Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3
John Strohmeyer
ACTEC Fellow with a background in hospitality management at Four Seasons Hotel
Episode: Using Technology to Improve Client Services in Your Practice
Professor Christopher R. Hoyt
Professor from Kansas City, Missouri.
Episode: Qualified Charitable Distributions (QCD) from IRAs
Natalie Choate
Expert on retirement benefits and author of 'Life and Death Planning for Retirement Benefits Treatment'
American College of Trust and Estate Counsel
Episode: IRA Estate Planning Ideas to Discuss with Your Clients
Jennifer Jordan-McCall
ACTEC Fellow from Silicon Valley
American College of Trust and Estate Counsel
Episode: Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
Sherry Cohen
Episode: Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition

Hosts

Travis Hayes
ACTEC Fellow
John Chalice
ACTEC Fellow
Susan Snyder
ACTEC Fellow from Chicago

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Talking Points

Recent interactions between the hosts and their guests.

Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Q: Are there any special tax considerations for art when we're thinking about asset protection?
Yes, tax considerations arise at purchase and transfer by gift or death, including sales tax and capital gains considerations.
Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Q: What are the primary issues making art a unique asset for protection?
Art is often emotionally attached, leading to family disputes. Additionally, special tax rules apply upon ownership transfer, both during life and at death.
Combatting Elder Financial Abuse
Q: Could you share some particular examples of the types of cases involving lawyers you were just mentioning?
We have seen numerous cases involving attorney misconduct, often allowing financial exploitation to occur.
Combatting Elder Financial Abuse
Q: Can you tell us about your work with law enforcement to obtain criminal prosecutions of elder abuse offenders?
We try to collaborate with law enforcement to ensure criminals are prosecuted, although we sometimes find that law enforcement isn't as aggressive as we would wish.
Combatting Elder Financial Abuse
Q: Are the national statistics that Travis cited consistent with what your office sees?
Yes, the national statistics are consistent with our office's experiences, with a significant number of cases involving financial exploitation.

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Listeners per Episode
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Professions
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Frequently Asked Questions About ACTEC Trust & Estate Talk

What is ACTEC Trust & Estate Talk about and what kind of topics does it cover?

The content focuses on wealth planning, estate planning, and trust administration, with discussions around taxation, gift and estate tax blunders, and legislative changes impacting these areas. Topics such as Qualified Business Income deductions, foreign trusts, and charitable contributions are thoroughly examined. Notably, the approach blends technical expertise with engaging commentary, often utilizing case studies and real-world examples to illustrate complex concepts, making it accessible for professionals and practitioners alike. The podcast provides insights from leading experts in the field, ensuring listeners are informed about the latest trends, challenges, and strategies in trust and estate planning.

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How many listeners does ACTEC Trust & Estate Talk get?

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Which podcasts are similar to ACTEC Trust & Estate Talk?

These podcasts share a similar audience with ACTEC Trust & Estate Talk:

1. Small Business Tax Savings Podcast
2. Masters in Business
3. Barron's Advisor
4. We Study Billionaires - The Investor’s Podcast Network
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of ACTEC Trust & Estate Talk are there?

ACTEC Trust & Estate Talk launched 8 years ago and published 361 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact ACTEC Trust & Estate Talk?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on ACTEC Trust & Estate Talk?

Recent guests on ACTEC Trust & Estate Talk include:

1. Steve Bono
2. Brent Nelson
3. Steve Akers
4. Todd Ankatavinich
5. John Strohmeyer
6. Professor Christopher R. Hoyt
7. Natalie Choate
8. Jennifer Jordan-McCall

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