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Episodis

90 episodis

  1. 2026 ACTEC Fall Meeting (October 17, Denver, CO) Seminar 6 1:13:31
  2. 2026 ACTEC Fall Meeting (October 17, Denver, CO) Seminar 5 1:13:12
  3. 2026 ACTEC Fall Meeting (October 17, Denver, CO) Seminar 4 1:16:19
  4. 2026 ACTEC Fall Meeting (October 16, Denver, CO) Seminar 3 1:13:24
  5. 2026 ACTEC Fall Meeting (October 16, Denver, CO) Seminar 2 1:19:10
  6. 2026 ACTEC Fall Meeting (October 16, Denver, CO) Seminar 1 1:13:36
  7. ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 3. Lawyers Serving as Trustees – How Hard Can It Be? 1:14:11
  8. ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 2. Preparing Clients for a Liquidity Event: Legal, Tax & Strategic Planning Considerations 1:16:34
  9. ACTEC 2026 Summer Seminars (June 27 - Boston, MA) Seminar 1. Monsters In the Closet: Things That Keep Fiduciaries Awake at Night 1:12:40
  10. ACTEC 2026 Stand-Alone Program Part II – Session 4: Dealing with Marital Dissolution by Divorce or Death (June 25, 2026 - Boston, MA) Dust to Dust: Dealing with the Death of a Spouse 1:53:01
  11. ACTEC 2026 Stand-Alone Program Part II – Session 3: Dealing with Marital Dissolution by Divorce or Death (June 25, 2026 - Boston, MA) Dealing with Divorce from a Spouse: Does the "Winner Take it All" and How the Chips May Fall 1:55:22
  12. ACTEC 2026 Stand-Alone Program Part I – Session 2: Planning for Marriage (June 24, 2026 - Boston, MA) Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Our "Love Story" 1:51:10
  13. ACTEC 2026 Stand-Alone Program Part I – Session 1: Planning for Marriage (June 24, 2026 - Boston, MA) Premarital Planning: What to Know and Do Before Going to the Chapel 1:56:56
  14. ACTEC 2026 Annual Meeting – Symposium 1:23:52
  15. ACTEC 2026 Annual Meeting – Hot Topics 1:29:44
  16. ACTEC 2026 Annual Meeting – Seminar H 1:29:57
  17. ACTEC 2026 Annual Meeting – Seminar G 1:33:01
  18. ACTEC 2026 Annual Meeting – Seminar F 1:32:54
  19. ACTEC 2026 Annual Meeting – Seminar E 1:30:35
  20. ACTEC 2026 Annual Meeting – Seminar D 1:29:02
  21. ACTEC 2026 Annual Meeting - Seminar C 1:30:58
  22. ACTEC 2026 Annual Meeting - Seminar B 1:33:08
  23. ACTEC 2026 Annual Meeting - Seminar A 1:29:49
  24. 2026 Trachtman Lecture by Haley Moss 1:27:23
  25. Drawing the Line – Identifying the Client and Untangling Ethical Knots in Estate Planning 1:14:26
  26. Lessons from the Front Line – Private Foundation Self-Dealing Traps and Landmines 1:14:16
  27. Meet the New Law, Same as the Old Law – Estate Planning in Uncertain Times 1:15:00
  28. Helicopter Parents, Pre-Nups and Plans 1:16:01
  29. Lesser-Known but Useful Trusts for Planners to Have in Their Toolbox – When to Consider, Challenges to Use, and Variances in Use 1:14:28
  30. Napkins, Notebooks, and the Tablet Testator – Statutes, Screens and the Slippery Slope of Non-Traditional Wills 1:16:15
  31. Stand Alone Session 4: Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can the Damage Be Undone? 1:44:39
  32. Stand Alone Session 3: Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation 1:59:48
  33. Stand Alone Session 2: No Loonies, Mo' Problems: Gift Planning With Non-Cash Assets 1:49:50
  34. Stand Alone Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion 1:56:12
  35. Unwrapping Controversy: Litigating the Law of Giving 1:13:32
  36. What Even You Need to Know About Foreign Trusts, Assets and Beneficiaries 1:16:53
  37. A Deep Dive into the GST Abyss 1:14:33
  38. Cultural Competence in Estate Planning 1:28:40
  39. Hot Topics 1:31:25
  40. Agree Not to Disagree with Buy-Sell Agreements After Connelly 1:29:48
  41. In the Pitch: Fairway or Rough? Managing Client Needs (and Mitigating Client Issues) Post-Planning 1:29:14
  42. This Isn't Your Father's Life Insurance Policy 1:29:46
  43. It's Complicated: Multijurisdictional Incapacity 1:25:31
  44. Taking Care of Business: Why (and How) a Purpose Trust Might Be the Answer to Your Client's Business Succession Challenges 1:29:26
  45. Tax Potpourri 1:29:50
  46. Tech Talks: Mastering Cybersecurity, Artificial Intelligence, and Practice Management 1:29:02
  47. From the Old World to the New: The Burgeoning Use of Letters of Wishes in Modern Estate Planning 1:31:48
  48. L. Henry Gissel, Jr. Spirit of ACTEC Lecture by Ann B. Burns 1:04:04
  49. 2025 Trachtman Lecture by Stephen R. Akers 1:09:36
  50. Ron Aucutt - Oct 25 2024 8:26