Best Taxlegislation Podcasts (2025)

1
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3 19:08

4d ago19:08

19:08

Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14. 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,…

1
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3 20:51

11d ago20:51

20:51

How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion. 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 pr…

1
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3 14:15

18d ago14:15

14:15

Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. 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 practic…

1
Using Technology to Improve Client Services in Your Practice 9:37

25d ago9:37

9:37

Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience. 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 pra…

1
Qualified Charitable Distributions (QCD) from IRAs 11:23

1M ago11:23

11:23

An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+. 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 pro…

1
Avoiding Common Ethical Traps in Estate Planning 11:29

2M ago11:29

11:29

Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications. 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 professional…

1
The Potential Impact of Proposed Amendments to Circular 230 8:17

3M ago8:17

8:17

The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. 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 pr…

1
IRA Estate Planning Ideas to Discuss with Your Clients 11:15

3M ago11:15

11:15

Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients. 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 p…

1
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates 6:56

3M ago6:56

6:56

Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why. 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 professio…

1
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law 12:24

3M ago12:24

12:24

An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning. 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 b…

1
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2 13:39

4M ago13:39

13:39

Trust and estate experts offer an analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners, in Part 2 of this two-part topic. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers i…

1
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2 12:44

4M ago12:44

12:44

The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail. 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 p…

1
Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition 21:19

4M ago21:19

21:19

Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues. 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 profess…

1
Legal and Tax Considerations When Representing Influencers and Content Creators 20:52

4M ago20:52

20:52

Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valuation. 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 professio…

1
The Uniform Trust Code Turns 25 11:23

5M ago11:23

11:23

A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and it future. 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…

1
Use of Asset Protection Trusts for Estate Tax Planning Purposes 12:48

5M ago12:48

12:48

An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors. 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 …

1
How Typical Trust Agreements Clauses Can Get Turned Around in the Real World 10:42

6M ago10:42

10:42

Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters. 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 profess…

1
Combatting Elder Financial Abuse 14:15

6M ago14:15

14:15

Elder financial abuse is the crime of the 21st century. The public guardian for Cook County, IL explains the issue and his office’s strategy to fight it and reclaim the money for abused seniors. 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…

1
Intersection of Family Law and Trusts and Estates 11:02

6M ago11:02

11:02

Three tips from a family law attorney for trust and estate lawyers to protect clients in the event of a divorce. 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 co…

1
Supreme Court Rulings Alter the Future of Tax Regulations 13:02

6M ago13:02

13:02

Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post, explaining that Chevron deference is gone. 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 prof…

1
The Power of Off: A Book Review 12:29

6M ago12:29

12:29

An estate planning attorney reviews Nancy Colier book, The Power of Off: The Mindful Way to Stay Sane in a Virtual World and offers takeaways for professionals. 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 pro…

1
Guiding Trust and Estate Disputes to Settlement 10:32

7M ago10:32

10:32

Explore strategies for resolving trust and estate disputes with ACTEC experts. Learn tips on overcoming legal, financial, and emotional hurdles to reach a settlement. 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 offe…

1
Independent Contractor vs. Employee: In Tax vs. Labor Law 9:47

7M ago9:47

9:47

Exploring key distinctions in tax and labor law when classifying workers as independent contractors or employees, focusing on FLSA, IRS, and ERISA guidelines. 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 profe…

1
Inserting Photos in Wills to Clarify Specific Gifts 9:21

7M ago9:21

9:21

A law professor outlines using photos in wills to identify specific gifts, possible legal challenges, and best practices for estate planning. 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 pra…

1
A Life Insurance-Funded Redemption Agreement Gone Bad 9:06

7M ago9:06

9:06

The risks of life insurance-funded redemption agreements, the Connolly v. US case, and safer alternatives like cross-purchase agreements, and life insurance LLCs. 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 p…

1
Owner’s Liability Following a Minor’s Golf Cart Accident 11:04

8M ago11:04

11:04

Understand the risks of owning a golf cart, especially if minors are allowed to drive, and how to protect clients’ assets from accidents and lawsuits. 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…

1
Huffman Case Endangers Buy-Sell Agreements 8:29

8M ago8:29

8:29

Lessons from Huffman v. Commissioner, when a son exercised an option to purchase stock from his parents, ignoring a buy-sell agreement in the family business. 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 profe…

1
Caution for Divorcing Spouses Who Are Trust Beneficiaries 8:54

8M ago8:54

8:54

Takeaways from the 2023 Massachusetts divorce case, Jones v. Jones, for parents who support their married children may diminish trust assets in a divorce. 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 professio…

1
Modifying Trusts after CCA 202352018 9:08

8M ago9:08

9:08

A T&E expert reviews CCA 202352018's true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts. 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 pr…

1
Planning for the Young Under SECURE 14:05

9M ago14:05

14:05

An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults. 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 profession…

1
Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion 7:34

9M ago7:34

7:34

Strategies for limited partnerships and S corporations to minimize self-employment tax and net investment income tax following a 2023 tax court decision. 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 profession…

1
Restricted Charitable Gifts: Practical Suggestions 11:44

9M ago11:44

11:44

Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC states. 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 professio…

1
Addressing Incomplete or Lost Records During Fiduciary Administration 12:38

9M ago12:38

12:38

A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records. 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 pr…

1
Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests 9:02

9M ago9:02

9:02

An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning 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 profe…

1
Powers of Appointment Gone Wrong 15:10

10M ago15:10

15:10

A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment, important tool in the estate planning attorney's toolbox box. 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 ar…

1
Charitable Deductions and Section 642(c) 7:07

10M ago7:07

7:07

Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c). 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 bes…

1
FTC’s Ban on Noncompete Agreements 14:35

10M ago14:35

14:35

An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and clients. 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 profession…

1
The NextGen Bar Exam Threat to Wills and Trusts 13:33

10M ago13:33

13:33

ACTEC shares concerns about NCBE removal of wills & trusts from the NextGen Bar Exam and the impact on families, businesses, seniors, and generational wealth. 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 profe…

1
The Ethics of Posting to Listservs 13:50

11M ago13:50

13:50

The practical implications of ABA Formal Opinion 511, which highlights ethical concerns about requesting advice from colleagues on a client matter. 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 be…

1
The Virtues of Estate Planning & Estate Planners Part 3 of 3: Essential Virtues of the Estate Planning Professional 24:26

11M ago24:26

24:26

Turney Berry concludes his lecture with the importance of mentorship, community engagement, and diversity in thought and professional organizations. 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 b…

1
The Virtues of Estate Planning & Estate Planners Part 2 of 3: Estate Planning’s Role in Civilization 23:21

11M ago23:21

23:21

In part 2 of Turney Berry’s lecture, he discusses the importance of estate planning in civilization and why diversity of experience is critical to the profession. 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 p…

1
The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A Job or a Calling? 16:39

11M ago16:39

16:39

A trust and estate lawyer ponders whether estate planning is more than the orderly transmission of wealth in all forms among the generations or something more. 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 prof…

1
The Virtues of Estate Planning & Estate Planners: Overview 9:24

12M ago9:24

9:24

ACTEC Fellow Turney Berry offers an overview on his lecture on estate planning's critical role in civilization and the importance of diverse perspectives. 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 professio…

1
Impact of the End of the COVID Public Health Emergency on Medicaid Renewals 10:18

12M ago10:18

10:18

Practical information for professionals explaining the connection between the COVID Public Health Emergency Declaration, Medicaid, and Special Needs Trusts. 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 profess…

1
Deadly Claims in Trust and Estate Law 9:59

12M ago9:59

9:59

Estate planner discusses evolving novel claims in trust and estate law, highlighting 7 main claims, including pre-death will contests and tortious interference. 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 pro…

1
Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions 14:38

1y ago14:38

14:38

Estate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation clauses. 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 profess…

1
Estate Planning in 2024 | 300th Podcast! 9:49

1y ago9:49

9:49

Explore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs. 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 pra…

1
Tips Regarding Fiduciary Disputes and Estate Planning 12:54

1y ago12:54

12:54

An estate planning attorney examines fiduciary disputes in estate planning through case studies, highlighting lessons learned for litigators and planners. 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 professio…

1
The New Undue Influence 9:50

1y ago9:50

9:50

Law professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings. 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 profession…

1
Government Regulation of Artificial Intelligence 8:50

1y ago8:50

8:50

Rapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue. 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 profession…

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Taxlegislation Podcasts

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