show episodes
 
Artwork

1
ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

Unsubscribe
Unsubscribe
Weekly
 
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.
  continue reading
 
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, ...
  continue reading
 
Emma Mumford's podcast is the place to go for everything manifestation! From the Law of Attraction to self-help and spirituality Emma has you covered with her weekly episodes. This is one honest, funny, and raw podcast that will help to turn your dream life into an abundant reality. Emma Mumford is the UK's leading Law of Attraction expert, an award-winning life coach and mentor, Law of Attraction YouTuber, speaker, and 2x bestselling author of her books Positively Wealthy & Spiritual Queen. ...
  continue reading
 
Welcome to "No F**ks Given," where we redefine menopause as a superpower. Hosted by Holly Lamb, a women's health coach, who is navigating early menopause. This podcast offers empowering guidance on women's health and navigating perimenopause with confidence. From nutrition tips to fitness advice and mindfulness practices, we cover it all. But here's the twist: it's all about embracing your most authentic, unapologetic self. We're here to help you reclaim your power, say goodbye to societal n ...
  continue reading
 
Loading …
show series
 
A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices. 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 a…
  continue reading
 
Hey gorgeous souls and welcome to my 323rd podcast episode and Season 7! I'm excited to share with you this week an interview with author and serial entrepreneur Suzy Ashworth! I hope you enjoy this episode xx Suzy's website - https://suzyashworth.com/ Get my NEW 44-card affirmation deck 'Manifesting Rituals' - https://emmamumford.co.uk/manifesting…
  continue reading
 
A primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations. 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…
  continue reading
 
Hey gorgeous souls and welcome to my 322nd podcast episode! I'm excited to share with you my top tips, advice, and tools on allowing everything to be what it needs to be in your life and finding radical acceptance. I hope you enjoy this episode! xx Join us in the Manifestation Membership! (the doors are open) - https://emmamumford.co.uk/manifestati…
  continue reading
 
Explore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning insights. 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
 
Hey gorgeous souls and welcome to my 321st podcast episode and Season 7! I'm excited to share with you this week an interview with author and Glamour Magazines's astrologist Emma Howarth! I hope you enjoy this episode xx Emma's website - https://www.emmahowarth.com/ Doors are OPEN to the Manifestation Membership until the 14th April 2024 don't miss…
  continue reading
 
In this episode, Sophie Bell, a trauma-informed breathwork facilitator and women-centered coach, joins host Holly Lamb to discuss the importance of embracing femininity and shifting from a lack mindset to an abundance mindset. They explore the power of breathwork in reducing anxiety and promoting self-love, as well as its role in menstrual cycle aw…
  continue reading
 
Exploring crucial aspects of charitable tax planning: contemporaneous written acknowledgments, qualified appraisals, and anticipatory assignment of income. 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 professi…
  continue reading
 
Hey gorgeous souls and welcome to my 320th podcast episode! I'm excited to share with you my top tips, advice, and tools on deepening your relationship with receiving, opening up to more abundance and tap into this big step in the manifesting process. I hope you enjoy this episode! xx Everything you need to know about Eclipse season - https://youtu…
  continue reading
 
Hey gorgeous souls and welcome to your 12th bonus content drop! Each month you'll have a new bonus episode drop and this month you have my brand NEW Spring Equinox meditation to enjoy. I hope you enjoy this bonus episode! xx Spring Equinox energy report - https://youtu.be/01ZXhV1jO74?si=kCX00nTib_w-uHG0 Spring Equinox ritual and prompts - https://y…
  continue reading
 
A law professor discusses updates in ante-mortem probate, aka pre-mortem probate, exploring benefits, risks, and state procedures in the evolving legal terrain. 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
 
In this episode, Suzy Shaw, a confidence life and business coach, shares her perimenopausal journey and how it has impacted her. She discusses the misdiagnosis and dismissal of symptoms by healthcare professionals, highlighting the importance of education and support for women going through menopause. Suzy and the host also explore the spiritual as…
  continue reading
 
Hey gorgeous souls and welcome to my 319th podcast episode and Season 7! I'm excited to share with you this week an interview with astral projection and out-of-body experience researcher and teacher! I hope you enjoy this episode xx Jade's website - https://jadeshaw.com/ 📣 EXCLUSIVE FREEBIE - Jade has given my podcast listeners access to her 5-Day …
  continue reading
 
An estate expert offers tips to professionals preparing a Federal Estate Tax Return, form 706, such as adjustable taxable gifts, real property, and 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 profession…
  continue reading
 
Summary In this episode, host Holly Lamb discusses how to conquer the inner critic, a common challenge for women in perimenopause. She explores the phases of the menstrual cycle and how they affect emotions and behaviors. The importance of setting boundaries in inner autumn is highlighted, as well as the need for self-care and self-reflection. Lamb…
  continue reading
 
Hey gorgeous souls and welcome to my 318th podcast episode! I'm excited to share with you my top tips, advice, and tools on resisting new identities, up levelling and knowing you're on the right path. In this episode, we go really deep a BIG thank you to everyone who submitted their questions. I hope you enjoy this episode! xx 💫 Get My NEW Manifest…
  continue reading
 
Expert trust and estate advice and insights regarding restrictions for charitable gifts, managing donor intent, and the institution’s considerations. 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 …
  continue reading
 
Hey gorgeous souls and welcome to my 317th podcast episode and Season 7! I'm excited to share with you this week an interview with author and podcaster Summer McStravick! I hope you enjoy this episode xx Summer's website - https://flowdreaming.com/ Get my NEW 44-card affirmation deck 'Manifesting Rituals' - https://emmamumford.co.uk/manifesting-rit…
  continue reading
 
Exploring conflicts of interest in trust and estate litigation, from joint representations to multi-generational complexities, navigating ethical challenges. 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 profes…
  continue reading
 
This episode explores the concept of living in harmony with your cyclical nature, specifically focusing on menstrual cycle awareness. The fast-paced nature of the modern world often disregards the cyclical nature of women, leading to a disconnect from their bodies. By embracing menstrual cycle awareness as a spiritual practice, women can tap into t…
  continue reading
 
Hey gorgeous souls and welcome to my 316th podcast episode! I'm excited to share with you my top tips, advice, and tools on your incredible manifestation questions. In this episode, we go really deep a BIG thank you to everyone who submitted their questions. I hope you enjoy this episode! xx Daily energy protection meditation - https://youtu.be/x9w…
  continue reading
 
Hey gorgeous souls and welcome to your 11th bonus content drop! Each month you'll have a new bonus episode drop and this month you have my 5-minute morning gratitude meditation to enjoy. I hope you enjoy this bonus episode! xx 💫 Get my NEW Manifesting Rituals 44-card affirmation deck and booklet (& get a FREE 60-min webinar) - https://emmamumford.c…
  continue reading
 
Navigating a trustee’s duty to minimize state income taxes entails legal, practical, and moral considerations, ensuring fiduciary obligations are met. 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…
  continue reading
 
In this episode, host Holly Lamb discusses menopause and provides an overview of the different stages: premenopause, perimenopause, menopause, and post-menopause. She emphasises the importance of understanding these stages and their symptoms to navigate the menopause journey effectively. Holly also highlights the challenges of diagnosing menopause …
  continue reading
 
Hey gorgeous souls and welcome to my 315th podcast episode and Season 7! I'm excited to share with you this week an interview with inner child coach and podcaster Kathleen McBride! I hope you enjoy this episode xx Kathleen's website - https://www.kathleenmindsetcoach.com/ Kathleen's FREE 5-Day Inner Child Challenge - https://emmamumford.uk/3uoEAVB …
  continue reading
 
Summary In this episode, host Holly Lamb shares her personal experience with early menopause and how it led her to focus on helping women in the menopause space. She discusses the physical and mental symptoms of menopause and the importance of understanding and embracing them. Holly also talks about her transition from hormone replacement therapy (…
  continue reading
 
A trust and estate expert offers guidance and explores the complexities of settling trust & estate disputes, from representing unrepresented parties to recent legal cases. 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…
  continue reading
 
Hey gorgeous souls and welcome to my 314th podcast episode! I'm excited to share with you my top tips, advice, and tools on what living grief is and why it's important for us to process this. I hope you enjoy this episode! xx 💫 Get My NEW Manifestation Subliminal Playlist (13 hours of transformational subliminals ad & talk free) - https://emmamumfo…
  continue reading
 
Legal experts offer recommendations for estate planners when handling clients with diminishing capacity, including ethical considerations, POAs, trust planning, and 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 …
  continue reading
 
Hey gorgeous souls and welcome to my 313th podcast episode and Season 7! I'm excited to share with you this week an interview with Founder & CEO of Elegant Femme and mentor Tara Marino! I hope you enjoy this episode xx Tara's website - https://elegantfemme.com/emma Get my NEW 44-card affirmation deck 'Manifesting Rituals' - https://emmamumford.co.u…
  continue reading
 
Estate planners discuss avoiding adult guardianships, assessing capacity, transitioning trustees, and addressing challenges in planning and litigation. 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…
  continue reading
 
Wendy Dean is the CEO of Strategi Solutions, a business consultancy offering services around people, creative and marketing. She talks about the anxiety that comes when thrust into the uncertainty of major change and how she looks for opportunities and generates new ideas to turn uncertainty into certainty. Wendy reminds us that excitement and fear…
  continue reading
 
Hey gorgeous souls and welcome to my 312th podcast episode! I'm excited to share with you my top tips, advice, and tools on the power of 2024's year 8 energy and how we can use this to up level our personal power and start saying no more! I hope you enjoy this episode! xx Join me LIVE on the 8th February 2024 for my 'Make Your Manifestation Want Yo…
  continue reading
 
Hey gorgeous souls and welcome to your tenth bonus content drop! Each month you'll have a new bonus episode drop and this month you have my 5-minute manifesting Lucky Girl Affirmations to enjoy. I hope you enjoy this bonus episode! xx 💫 Join me LIVE on the 8th February 2024 for my 90-min online workshop 'Make Your Manifestation Want You' - https://…
  continue reading
 
Practical expert guidance on estate planning for the two-week post-death period, including burial directives and laws, probate venue issues, and not rushing. 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 profes…
  continue reading
 
Hey gorgeous souls and welcome to my 311th podcast episode and Season 7! I'm excited to share with you this week an interview with poet and coach Vipul Bhesania! I hope you enjoy this episode xx Vipul's website - https://vipulbhesania.com/ Get my NEW 44-card affirmation deck 'Manifesting Rituals' - https://emmamumford.co.uk/manifesting-rituals/ Get…
  continue reading
 
Expert estate legal guidance on the two weeks before a client's death: from information gathering to tax considerations, probate avoidance, and gifting. 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 professiona…
  continue reading
 
Graham Todd, Co-founder of Spaghetti Agency, a digital marketing company talks about his transformative journey from struggling with alcohol to adopting a healthier lifestyle. He explains the moment he realised how excessive his drinking habits were and how that realisation led him to quit alcohol. Todd explains the positive changes he experienced …
  continue reading
 
Hey gorgeous souls and welcome to my 310th podcast episode! I'm excited to share with you my top tips, advice, and tools on the power of gratitude and how to take your practice to a whole new depth and experience HUGE abundance in 2024! I hope you enjoy this episode! xx Join us in the Manifestation Membership - https://emmamumford.co.uk/manifestati…
  continue reading
 
A law professor explores the transformative impact of AI in trust and estate Law, delving into ethics, challenges, tips, and trends shaping legal practices. 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
 
Hey gorgeous souls and welcome to my 309th podcast episode and Season 7! I'm excited to share with you this week an interview with spiritual coach and podcast host Zoey Greco I hope you enjoy this episode xx Zoey's website - https://merhipsy.com/ Get my NEW 44-card affirmation deck 'Manifesting Rituals' - https://emmamumford.co.uk/manifesting-ritua…
  continue reading
 
An overview of the Opportunity Zones Transparency Extension and Improvement Act, bipartisan legislation (HR 5761) in the U.S. House of Representatives. 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…
  continue reading
 
TRIGGER WARNING - In this episode I talk openly about my journey and briefly mention depression, suicidal thoughts, abuse in relationships, PTSD and childhood trauma. Hey gorgeous souls and welcome to my 308th podcast episode! I'm excited to share with you a special episode today, in this I share how I discovered the Law of Attraction, my spiritual…
  continue reading
 
Hey gorgeous souls and welcome to my 307th podcast episode and Season 6! I'm excited to share with you this week an interview with the Joyful coach and author Sophie Cliff! I hope you enjoy this episode xx Sophie's website - https://sophiecliff.com/ Get my NEW 44-card affirmation deck 'Manifesting Rituals' - https://emmamumford.co.uk/manifesting-ri…
  continue reading
 
Hey gorgeous souls and welcome to your ninth bonus content drop for 2023! Each month you'll have a new bonus episode drop and this month you have my NEW Winter Solstice letting go & manifesting meditation to enjoy. I hope you enjoy this bonus episode! xx Winter Solstice ritual and explanation - https://youtu.be/SsU-b2nwQM4?si=ySc4HjPoZNyi9A2p 💫 Get…
  continue reading
 
Exploring complexities in estate planning for incapacitated clients and beneficiaries, client communication, trust administration, and drafting considerations. 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
 
Hey gorgeous souls and welcome to my 306th podcast episode! I'm excited to share with you my top tips, advice, and tools on why so many people put their BIGGEST successes down to being positively delusional! I hope you enjoy this episode! xx Manifesting Rituals: End of Year Reset (join & catch up instantly) - https://emmamumford.co.uk/endofyearrese…
  continue reading
 
Exploring legal responsibilities in identifying and managing a client with diminishing capacity, from cognitive decline to ethical considerations in legal practice. 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…
  continue reading
 
Hey gorgeous souls and welcome to my 305th podcast episode and Season 6! I'm excited to share with you this week an interview with Rapid Tapping expert and author Poppy Delbridge! I hope you enjoy this episode xx Poppy's website - https://www.poppydelbridge.com/ Get my NEW 44-card affirmation deck 'Manifesting Rituals' - https://emmamumford.co.uk/m…
  continue reading
 
A law professor explores the legal ethics of representing clients with diminishing capacity and reviews the ins and outs of the ABA’s Model Rule 1.14 and ACTEC’s Model Rules of Professional Conduct on the topic. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United …
  continue reading
 
Loading …

Quick Reference Guide