Discover how positive psychology intersects with estate planning in Steve Akers’ 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insights.
Counting Down, Counting Up, Flourishing: Part 2 of 4
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Diversity, Equity & Inclusivity
Podcast Topics
Estate Planning Tips for Special Needs and Diminishing Capacity Individuals
ACTEC Fellows provide estate planning tips for individuals with special needs. Topics include supported decision-making, Special Needs Trusts (SNTs), and assistance for disabled individuals.
Tax Tips and Traps Related to Foreign Gifts
An explanation of how gifts from non-US persons can pass completely free of US gift tax if they are done correctly.
Lending and Estate Planning
Estate planning lending techniques including a Graegin loan, GRAT, IDGT, and life insurance premium financing.
Planning for Disabled or Chronically-Ill Beneficiaries Under the SECURE Act
The new SECURE Act provides tailored treatment for special needs and disabled beneficiaries. Learn how the SECURE Act impacts these special beneficiary categories.
Looking Back at Our Most Popular Podcasts | 100th Special
Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Estate Talk podcast.
How Guardians Make Decisions on Behalf of Their Wards
Learn about the guardianship policies of substituted judgment and best interest that guardians should consider when making decisions for a vulnerable person.
Cross-Border Recognition of Powers of Attorney and Guardianships
Powers of Attorney and Guardianship vary from state to state and internationally. Learn more about their portability and what’s recognized overseas.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
