Best American Counseling Association Podcasts (2024)

1
Tips Regarding Fiduciary Disputes and Estate Planning 12:54

2h 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
BTM169 - MaCherie Dunbar and Ashley Carothers - LGBTQIA+ Veteran Healthcare 32:45

19m ago32:45

32:45

By Duane K. L. France

1
The New Undue Influence 9:50

7h 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
BTM168 – Jennifer Ballou – The Global War on Terrorism Memorial Foundation 27:47

6m ago27:47

27:47

Show Summary On today’s episode, we feature a conversation with Army Veteran and Gold Star Family Member Jennifer Ballou, Chief of Staff of the Global War on Terrorism Memorial Foundation, an organization that is guiding the development of a national memorial that honors the service and sacrifice of all who have contributed to global counterterrori…

1
Episode 132-My Return to Live Conferences 6:41

4h ago6:41

6:41

I was beginning to think that live conferences were in my rear view mirror...until I attended the Annual Education Conference of the National Association for Law Placement. It was my first live conference in over four years. And I was like a kid in a candy shop. While I've made a point of going to an occasional live event, especially in the last tw…

1
Government Regulation of Artificial Intelligence 8:50

13d 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…

1
BTM167 - Kate DeBartolo - The Conversation Project 30:32

6d ago30:32

30:32

Show Summary On today’s episode, we feature Kate DeBartolo, a senior director for the Institute for Healthcare Improvement and the leader for the conversation project. IHI has public engagement initiative to help people share their wishes for care through the end of their life About Today’s Guest Kate DeBartolo is a Senior Director at the Institute…

1
AI-Related Practice Management Considerations for Law Firms 9:59

13d ago9:59

9:59

A discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” 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 professionals be…

1
BTM166 - Erika Hoover and Andrea Norton - LGBTQ+ Veterans Public Health Awareness Campaign 26:43

17d ago26:43

26:43

Show Summary On today’s episode, we feature a conversation with Navy Veteran Erika Hoover and Air Force Veteran Andrea Norton about their experiences as both veterans and members of the LGBTQ+ Community, as well as a public awareness campaign being developed in partnership with the Michigan Governor’s Challenge to Prevent Suicide among Service Memb…

1
Episode 131-Becoming Memorable with Merry Neitlich 37:23

16d ago37:23

37:23

We’ve talked a lot on this show about sales and marketing and how selling legal services is different than selling a product. That’s good news for those of us in the legal industry because many of us don’t like the thought of being a salesperson. Selling legal services is about relationships building. The challenge, however, is that clients general…

1
The Ethical Use of Artificial Intelligence in Trust & Estate Law 11:29

21d ago11:29

11:29

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…

1
BTM165 - Virginia Wimmer - CalVet Women Veteran's Division 31:41

20d ago31:41

31:41

Show Summary On today’s episode, we feature a conversation with Deputy Secretary for Women Veterans of the California Department of Veterans Affairs, Air Force Retiree Virginia Wimmer, in which we discuss the importance of supporting women veterans and the services available in California About Today’s Guest Virginia Wimmer was appointed on August …

1
Episode 130-Emotional Intelligence and EQ i-2.0 With Susan Schwartz 36:28

25d ago36:28

36:28

I've had a number of guests on this show speaking about leadership. A large part of this is that I'm very interested in the subject. But I also feel that this is a skill set that is often neglected in the legal profession. As lawyers, we learn a lot about our craft in law school and even more once we are in practice. As professionals, we are taught…

1
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond? 19:56

1M ago19:56

19:56

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…

1
BTM164 - Ronald Rutherford - VA's Whole Health Program 31:15

27d ago31:15

31:15

Show Summary On today’s episode, we feature a conversation with Navy Veteran Ronald Rutherford, the Lead for the Whole Health Outreach program for the Veterans Health Administration. Whole Health is VA’s approach to care that supports the health and well-being of veterans they serve, and focuses on self-care, skill building and support. About Today…

1
The IRS Ruling on Modifying a Grantor Trust 15:41

1M ago15:41

15:41

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…

1
BTM163 - Frederick Marx - Veterans Journey Home Film Series 31:11

1M ago31:11

31:11

Show Summary On today’s episode, I’m having a conversation with Frederick Marx, an internationally acclaimed Oscar and Emmy nominated filmmaker with over 40 years in the film industry. We have a conversation about a recent project, a series of five films called Veterans Journey Home, which features the stories of veterans who are working to transit…

1
BTM162 - Josie Beets - DoD Spouse Education and Career Opportunities Program 30:42

2M ago30:42

30:42

Show Summary On today’s episode, I’m having a conversation with Josie Beets, the Program Manager for the Department of Defense Spouse Education and Career Opportunities program, which provides education and career guidance to military spouses worldwide About Today’s Guest Links Mentioned In This Episode BTM Episode 54 with Josie Beets – Connecting …

1
The New Normal for Charitable Tax Planning 11:56

1M ago11:56

11:56

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…

1
Episode 129-Law Firm Leadership with Kristi Royse 40:29

1M ago40:29

40:29

The practice of law has evolved a lot in the three decades since I graduated from law school. Technology has replace many monotonous functions and computers have replaced paper. The internet has revolutionized how legal research is done and how law firms market themselves. It has enabled remote work and interaction in a way that was unimaginable in…

1
A Discussion of Ante-Mortem Probate 8:02

2M ago8:02

8:02

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…

1
BTM161 - Dr Jason Higgins - Veteran Involvement in the Criminal Legal System 30:42

2M ago30:42

30:42

Show Summary On this episode, we feature a conversation with Dr. Jason A. Higgins, Assistant Professor at Virginia Tech University and author of the recently released book, Prisoners After War: Veterans in the Age of Mass Incarceration About Today’s Guest Dr. Jason A. Higgins is the Digital Scholarship Coordinator for Virginia Tech Publishing and a…

1
Tips for Preparing a Federal Estate Tax Return 10:26

2M ago10:26

10:26

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…

1
BTM160 - Tara Wright - New Sesame Street Resource for Military Families 26:09

2M ago26:09

26:09

Show Summary On this episode, we feature a conversation Tara Wright, Senior Manager of Content Design on the Research, Education, Data and Impact (REDI) team at Sesame Workshop, on newly developed resources for Military Families to address isolation, disconnectedness, and the impacts of family separation due to military duty About Today’s Guest Tar…

1
Episode 128-Here Comes the Judge- the Honorable Paul Wilson (ret.) 48:15

2M ago48:15

48:15

For a long time, I’ve been meaning to invite a judge onto Counsel to Counsel to talk about judicial careers. Going on the bench is a logical next step for many litigators and I wanted to speak to a judge who could offer some practical wisdom on the subject. When I met Paul Wilson at an ABA conference in late 2022, I realized right away that I had a…

1
Client Restrictions on Charitable Gifts 9:16

2M ago9:16

9:16

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 …

1
BTM159 - Sebastian Junger (Replay) - Tribe and Veteran Connectedness 33:05

2M ago33:05

33:05

By Duane K. L. France

1
Conflicts of Interest in T&E Litigation 11:08

2M ago11:08

11:08

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…

1
BTM158 - Dr. Cameron McCoy - The Montford Point Marines 29:09

2M ago29:09

29:09

Show Summary In this episode, we feature a conversation with Dr Cameron McCoy, author of a recently released book on the first Black Marines called, Contested Valor: African American Marines in the Age of Power, Protest, and Tokenism. In this book, Dr. McCoy shares the stories of the Montford Point Marines, the first African American Marines that t…

1
Episode 127-Law Firm Operations and Launching Your Own Firm-With Diane Camacho 38:06

2M ago38:06

38:06

In the legal press and even in popular media, larger law firms tend to get a most of the attention. In truth, a high percentage of lawyers in the United States practice in firms that are under 20 attorneys. And many of those are solo practitioners or very small firms that have broken away from larger firms. While I know that there are many lawyers …

1
A Trustee's Duty to Minimize State Income Tax 13:25

3M ago13:25

13:25

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…

1
BTM157 - John Langford - Project Healing Waters 29:47

3M ago29:47

29:47

Show Summary On this episode, we feature a conversation with Marine Corps veteran John Langford, Chief Executive Officer of Project Healing Waters. Project Healing Waters helps active military service personnel and Veterans in need through a dedicated, developed curriculum of fly fishing, fly casting, fly tying, and fly rod building. About Today’s …

1
Navigating Unique Issues in the Settlement of Trust and Estate Disputes 12:21

3M ago12:21

12:21

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…

1
BTM156 – Waco Hoover – The American Legion’s Be The One Initiative 29:43

3M ago29:43

29:43

By Duane K. L. France

1
Tips for Dealing With and Drafting for Clients With Diminished Capacity 13:50

3M ago13:50

13:50

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 …

1
BTM155 – Dennis Miller – The Legacy of the 6888th Central Postal Directory Battalion 25:36

3M ago25:36

25:36

Show Summary On this episode, we feature a conversation with Marine Corps Veteran Dennis Miller, a veteran advocate and entrepreneur in the greater Philadelphia area. Dennis and I are going to be having a conversation about the 6888th Central Postal Directory Battalion, a multi-ethnic unit of predominantly black women who were assigned ot England a…

1
Episode 126-Embracing Legal Technology with Colin Levy 33:35

3M ago33:35

33:35

When I graduated from law school in the late 1980s, there was no internet, no email, and fax machines were widely in use. I used a Dictaphone to generate correspondence and had an assistant to transcribe the tapes. While working remotely was possible because of the telephone, going into an office was the norm. In the intervening years, the rate of …

1
Practical Considerations in Dealing with Incapacity 14:20

3M ago14:20

14:20

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…

1
BTM154 – Dave Harrison – Fastport and Veterans in the Workforce 28:32

3M ago28:32

28:32

Show Summary On this episode, we feature a conversation with Army Veteran and Executive Director of Workforce Development and Government Relations at FASTPORT, a company that focuses on workforce development and technology solutions with longstanding industry experience with the military community, transportation industry and apprenticeship program…

1
Considerations for the Two Weeks Following Death 9:58

3M ago9:58

9:58

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…

1
BTM153 - Christina Slentz - The League of Wives Memorial Project 34:47

3M ago34:47

34:47

Show Summary On this episode, we feature a conversation with with Navy Veteran and Spouse Christina Slentz, Foundation Co-Chair of the League of Wives Memorial Project. This project honors the story of a group of military spouses who supported their husbands held captive as POWs in the Vietnam war with the establishment of a memorial in Coronado, C…

1
Episode 125-James Grace on Financial Planning After the Bar 47:34

4M ago47:34

47:34

We talk a lot on this program about finding ways to build a more satisfying legal career. While many attorneys are drawn to the profession because they care about justice, they like the idea of becoming a trusted advisor, or they just enjoy the intellectual rigor of being an attorney, status and money are important too. But if you are like me, one …

1
Deathbed Planning for the Two Weeks Prior to Death 9:48

4M ago9:48

9:48

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…

1
BTM152 - Bill Leahy - Supporting Veterans in the Manufacturing Industry 28:38

4M ago28:38

28:38

Show Summary On this episode, we feature a conversation with Army Veteran Bill Leahy, an Engineering Team Leader, Maintenance Superintendent, Consultant, and Business Owner in the Manufacturing Industry. We discuss opportunities for Veterans in the manufacturing industry and Bill’s upcoming documentary, Unturning Steel About Today’s Guest William "…

1
AI and Trust and Estate Law: The Future Is Here to Stay 12:40

4M ago12:40

12:40

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…

1
BTM151 - Dr Sumitra Muralidhar - The Million Veteran Program 28:30

4M ago28:30

28:30

Show Summary On this episode, we feature a conversation with Dr. Sumitra Muralidhar, Program Director for the Department of Veteran’s Affairs Million Veteran Program. Since launching in 2011, 1 million Veterans have joined MVP. It's the largest research effort at VA to improve health care for Veterans and one of the largest research programs in the…

1
Episode 124-Lauren Rikleen on Social Justice and Defending American Democracy 40:16

4M ago40:16

40:16

In this episode, I speak with my first “threepeat” guest, Lauren Rikleen. This is Lauren’s third appearance on Counsel to Counsel. She was actually one of my first guests when I launched the show in 2018. In that episode, we spoke about success strategies for women and the work she has done on that issue. In the Spring of 2022,I invited Lauren back…

1
The Opportunity Zones Transparency, Extension, and Improvement Act 10:51

4M ago10:51

10:51

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…

1
BTM150 - Richard Fierro - Diversity, Service, and Sacrifice 30:10

4M ago30:10

30:10

Show Summary On this episode, we feature a conversation with Army Veteran Richard Fierro about his miltiary service, post-military career as an entrepreneur and his actions in November of 2022 in which he intervened in a mass shooting attack at an LGBTQ+ Nightclub in Colorado Springs, CO About Today’s Guest Richard Fierro was the Army ROTC distingu…

1
Holiday Grief & Wellness Replay 29:21

5M ago29:21

29:21

Esther Scott, LPC joins us to share about wellness practices to help with holiday grief. Tune in to learn techniques you can use to help clients and tips for self-care for counselors. To read the articles referenced in this episode click the two links provided here: Positive actions to prevent the holiday blues and Three steps to rediscover hope du…

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