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ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

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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 expertise in estate planning, probate and trust administration.
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From the team that brought you Transition Radio Show, join renowned Life Transitions Expert, author, speaker, and media host personality, Paula Shaw, CADC, DCEP, for Change it Up! Radio. Humans have a Love-Hate relationship with change. We need it, and yet we hate the upheaval it brings, as well as the discomfort of the unfamiliar. The goal of this show is to bring listeners into harmony with change so they can relish it and grow from it. Join Paula as she creates a new kind of conversation, ...
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Hey there! Welcome to the newly revamped Love at First Science Podcast! As you may know already I'm Celest, and I'm thrilled to introduce you to my amazing friend, Hannah Barrett. Together, we're on a mission to dig deep into people's passion, whether that's through the human body, science, business, art of spirituality.
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In this insightful two-part episode of Love at First Science, host Celest Pereira sits down with Kate Moyle, a renowned sexual and relationship psychotherapist, certified psychosexologist, and author of The Science of Sex. In part 1, Celest and Kate take a deep dive into: Why "sex education" is still a taboo topic and how we can shift the narrative…
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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…
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In Part 2 of this deep-dive conversation, Zak Hazlett gets real about the hard work of healing. As a therapist, Zak offers a refreshing perspective on topics like toxic positivity, realistic optimism, and the delicate balance between being hopeful and facing life’s harsh realities. Zak challenges the notion that healing is always a linear or beauti…
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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…
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In this episode of Love at First Science, Hannah sits down with Zak Hazlett, also known as ‘The Outdoor Therapist,’ for a fascinating conversation about the profound healing potential of nature. Zak shares his journey from growing up in the wild beauty of Moab, Utah, to becoming a licensed therapist and yoga instructor, using the natural world as a…
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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…
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In part 2 of this episode, Hannah sits down with wellness advocate, nutritionist, and bestselling author Madeleine Shaw to uncover the secrets behind living a healthier, more balanced life. From overcoming IBS to creating her brand The Glow Space, Madeleine shares her personal journey into the wellness world, and it’s packed with wisdom, vulnerabil…
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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…
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In part 1 of this episode, Hannah sits down with wellness advocate, nutritionist, and bestselling author Madeleine Shaw to uncover the secrets behind living a healthier, more balanced life. From overcoming IBS to creating her brand The Glow Space, Madeleine shares her personal journey into the wellness world, and it’s packed with wisdom, vulnerabil…
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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…
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What impact does an intensive cancer treatment journey have on the skin? Why is it so hard to manage ultra sensitive skin? What are the most common skincare myths and what really matters when it comes to caring for our largest bodily organ? In this episode of Love at First Science, Cel chats to the co-founder of By Sarah skincare, Sarah Murrell abo…
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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…
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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…
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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…
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Why are so many successful people needing to question whether they are doing well enough as a human being? How can we maintain our ambition and work ethic but protect ourselves from burnout, anxiety and depression? How can we tackle seasonal affective disorder and the feeling that everything is a struggle in the winter months? In this episode of Lo…
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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…
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When eating disorders leave you with a black hole inside of you, can connecting with fascia, nurturing your 'gut baby' and 'gut smashing' make a difference? The breath is under attack in 2024 - be it stress, disease, air pollution, global instability or the environmental trappings of progress. In this episode Celest talks to Jill Miller about apply…
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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…
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Would you love some first hand tips about how to secure high profile and celebrity yoga clients? Can you stay true to the practice of yoga over an extensive 30 year career? How can yoga practice help you to stay young and take on huge physical and mental challenges in mid and later life? How can yoga help with post partum mental and physical health…
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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…
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Have you had a complex journey to your mat? Do you struggle with insecurities and self belief? When life doesn't go to plan do you lose your faith in your practice and your abilities as a yogi and a teacher? In this episode of Love at First Science Celest interviews Carling Harps on her journey as a yoga teacher and how it's taken her to create her…
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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…
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Have I remembered my best friend's birthday? When did I last see my mum? Have I paid that bill? Am I a good enough mother? In this episode of Love at First Science Hannah unpacks the mental load of motherhood with the incredible Zoe Blaskey and together they consider, 'is there a new way to thrive in a world of endless expectation?' Zoe Blaskey is …
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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…
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In this episode Hannah chats with fitness guru, influencer and trainer, Alex Crockford about his career journey and how he's a firm believer in the connection between fitness, mindset, spirituality, mental health and growth. About Alex Alex Crockford is a health & fitness trainer, founder of the #CROCKFIT App and actor. With 40 million YouTube view…
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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…
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Can the power of sound really transform your life? Do the vibrations created in a sound bath encourage healing? In today's episode of Love at First Science, Cel speaks to Holly Husler about her thoughts on sound healing and how it's the ultimate combination of science and magic. From performing original pop tunes at the London O2 stage to an audien…
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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…
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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…
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Is our emphasis on risk and safety when it comes to movement impacting our health? Are people choosing simply not to move for fear they will injure themselves? In this episode Cel has an enlightening conversation with Lena Starzyńska where they share their learned experiences and thoughts on the topics above. Lena is a movement and Pilates instruct…
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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…
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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…
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Calling all parents who are feeling overwhelmed, stressed and like life is totally out of control. In this episode, Cel speaks to the incredible Kim Hartwell about her experience of becoming a mother and hitting rock bottom before realising that some simple changes to how she approached climbing the mountain of motherhood with compassion and coping…
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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…
  continue reading
 
In this cheeky bonus episode of Love at First Sight co-hosts Han and Cel chat about the different yoga teacher training courses offered around the world. They share their regrets with their own YTT decisions, and offer listeners advice about how to find the right course for them. If you want to know the pitfalls that many yoga students fall into wh…
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Are you considering taking collagen? Do you regularly jump on the latest fad diet? Are you worried about sustainable fish consumption? Do you have children that seem to only eat beige food? Do you want to know what to look out for when choosing a qualified nutritional professional? If the answer to any of these questions (and plenty more) is yes, t…
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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…
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In this episode new co-host Hannah chats with Maude Hirst about her career journey from being a super successful actress to a meditation practitioner with a wealth of experience in how meditation can encourage healing; physically, mentally and spiritually. About Maude Maude Hirst is a Meditation Expert, Founder, Coach, Author, and Speaker, speciali…
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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…
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In this solo episode Celest shares some wisdom on the subject of pain. Whether it’s your own, your students', your parents', this episode contains heaps of information about the science of pain. If you’re listening live and you love what you learn in this episode, you may be interested in signing up for the FREE Alba Yoga Academy Yoga Injuries and …
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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…
  continue reading
 
"Hey there! Welcome to the newly revamped Love at First Science Podcast! As you may know already I'm Celest, and I'm thrilled to introduce you to my amazing friend, Hannah Barrett. Together, we're on a mission to dig deep into people's passion, whether that's through the human body, science, business, art or spirituality." In this first revamped ep…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
In this episode Celest chats with Elodie Frati about her career as an Osteopath specialising in performing arts and as yoga teacher and anatomy educator. About Elodie Elodie is a yoga teacher and osteopath specialising in treating performing artists. Originally from France, she moved over to the UK to train at The Northern School of Contemporary Da…
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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…
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In this episode Celest chats with Kirsty Gallagher about how we can align our lives to the moon, astrology and tune in to the energy of the universe to maximise our practice and enjoyment of our precious lives. About Kirsty Kirsty Gallagher is a lunar goddess, soul guide, moon and spiritual mentor and the Sunday times bestselling author of Lunar Li…
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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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