
ACTEC Trust & Estate Talk
by The American College of Trust and Estate Counsel | ACTEC
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Estimated from 1 chart position in 1 market.
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- 🇮🇹IT · Investing#1531K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
300 to 3K🎙 Daily cadence·373 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
1K to 10K🇮🇹100% - Active Followers
Loyal subscribers who consistently listen
400 to 4K
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From 10 epsHost
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Recent episodes
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Jun 16, 2026
Unknown duration
Planning With Directed Trusts
Jun 9, 2026
Unknown duration
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Jun 2, 2026
Unknown duration
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
May 26, 2026
Unknown duration
The Family Office Landscape: Overview of Models, Services, and Options
May 18, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/16/26 | ![]() Using AI for Document Review: Getting Started for Trust and Estate Attorneys | Learn 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. | — | ||||||
| 6/9/26 | ![]() Planning With Directed Trusts | Learn 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. | — | ||||||
| 6/2/26 | ![]() Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest | Learn 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. | — | ||||||
| 5/26/26 | ![]() Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts | Modern 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. | — | ||||||
| 5/18/26 | ![]() The Family Office Landscape: Overview of Models, Services, and Options | Explore 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. | — | ||||||
| 5/5/26 | ![]() How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change | Explore 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. | — | ||||||
| 4/28/26 | ![]() Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)✨ | neurodiversityworkplace inclusion+3 | — | The American College of Trust and Estate CounselACTEC | — | neurodiversityworkplace+5 | — | 34m 23s | |
| 4/21/26 | ![]() Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)✨ | neurodiversityperspective+4 | — | The American College of Trust and Estate CounselACTEC | — | neurodiversitynormal+3 | — | 26m 33s | |
| 4/14/26 | ![]() Private Trust Company Design Considerations for Family Wealth Planning✨ | private trust companyfamily wealth planning+4 | — | The American College of Trust and Estate CounselACTEC | — | private trust companyfamily wealth+3 | — | 8m 56s | |
| 4/7/26 | ![]() Trust Funding Options✨ | trust fundingestate planning+3 | — | The American College of Trust and Estate CounselACTEC | — | trust fundingpecuniary+4 | — | 7m 57s | |
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| 3/31/26 | ![]() Providing Charitable Assistance to Survivors of a Disaster✨ | charitable assistancedisaster relief+3 | — | The American College of Trust and Estate CounselACTEC+1 | — | charitable organizationsdisaster relief+3 | — | 10m 22s | |
| 3/24/26 | ![]() Disaster Preparedness for Trust and Estate Planning✨ | disaster preparednesstrust planning+5 | — | The American College of Trust and Estate Counsel | — | disaster preparednesstrust planning+5 | — | 12m 24s | |
| 3/10/26 | ![]() Hiring the Next Generation of Trust and Estate Attorneys✨ | recruitmenttraining+4 | — | The American College of Trust and Estate CounselACTEC | — | trust attorneysestate attorneys+5 | — | 12m 43s | |
| 2/23/26 | ![]() Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations✨ | estate planningtax considerations+5 | — | Trump AccountsThe American College of Trust and Estate Counsel+3 | — | Trump AccountsIRC §530A+5 | — | 12m 19s | |
| 2/17/26 | ![]() Estate Planning Considerations in Community Property States Relating to Retirement Accounts✨ | estate planningcommunity property+5 | — | The American College of Trust and Estate CounselACTEC | United States | estate planningcommunity property+5 | — | 19m 40s | |
| 2/10/26 | ![]() When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep✨ | estate planningdivorce+3 | — | The American College of Trust and Estate CounselACTEC | — | estate planningdivorce preparation+3 | — | 15m 21s | |
| 1/26/26 | ![]() Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them | Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs. 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. | — | ||||||
| 1/20/26 | ![]() How Cultural Awareness Improves Estate Planning Outcomes | How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance. 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. | — | ||||||
| 1/13/26 | ![]() Planning for a Diverse Family: Cultural Competence Within the Model Rules of Professional Conduct | Cultural competence in estate planning and how the ABA Model Rules guide ethical, inclusive client representation. 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. | — | ||||||
| 1/6/26 | ![]() Your Income Tax Charitable Deductions Are Different in 2026 | Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-income taxpayers. 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. | — | ||||||
| 12/16/25 | ![]() Loss of the Portability Election: Estate of Rowland v. Commissioner | 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 went wrong, why the relaxed reporting rules didn't apply, and the key steps practitioners should take to safeguard a valid portability election. 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. | — | ||||||
| 12/9/25 | ![]() Gift Tax Blunders: Common Mistakes on Form 709 | 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 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. | — | ||||||
| 11/18/25 | ![]() Gift Tax Returns: Planning, Ethics, and Best Practices | 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 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. | — | ||||||
| 11/12/25 | ![]() A Trustee's Perspective on Trust-Owned Life Insurance | 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 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. | — | ||||||
| 11/4/25 | ![]() Your Charitable Income Tax Breaks Are Changing in 2025 and 2026 | 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 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. | — | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.

























