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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Helen Wilkinson and Caroline Somos host Love to Sew, a fun weekly podcast about making clothes, sewing community, and small business. They talk about their passion for sewing a handmade wardrobe and their daily lives as creative entrepreneurs. Listen to interviews with indie business owners and inspiring sewists who totally understand your obsession with sewing.
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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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The NextGen Bar Exam Threat to Wills and Trusts
13:33
13:33
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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 Virtues of Estate Planning & Estate Planners Part 3 of 3: Essential Virtues of the Estate Planning Professional
24:26
24:26
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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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The Virtues of Estate Planning & Estate Planners Part 2 of 3: Estate Planning’s Role in Civilization
23:21
23:21
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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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The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A Job or a Calling?
16:39
16:39
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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…
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The Virtues of Estate Planning & Estate Planners: Overview
9:24
9:24
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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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Impact of the End of the COVID Public Health Emergency on Medicaid Renewals
10:18
10:18
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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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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…
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Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
14:38
14:38
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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…
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We want to hear you brag! In this episode, we share our listeners’ proudest sewing moments. And maybe we’ll brag a little bit, too! Plus, we answer a question about sewing machine servicing and share feedback from our Long-Time Sewists episode. Show NotesBy Caroline Somos & Helen Wilkinson : Sewing Enthusiasts and Indie Sewing Entrepreneurs
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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…
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Episode 262: Quilting Magic with Suzy Williams (AKA Suzy Quilts!)
1:11:01
1:11:01
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We interview quilting icon Suzy Williams, a.k.a. Suzy Quilts! We chat with her about designing quilt patterns and fabric collections, hear the surprising story of how she learned to sew, and get some great advice about overcoming perfectionism. Plus, we chat about the meditative magic of the quilting process. Show Notes…
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Tips Regarding Fiduciary Disputes and Estate Planning
12:54
12:54
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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…
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How do you connect with other sewists in today’s social media landscape? In this episode, we talk about the benefits and drawbacks of the most popular social media platforms, give some tips and tricks for making sewing content that connects with people, and answer some listener questions about sewcializing. Show Notes…
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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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Episode 260: Sister Mintaka with Sandeep Sandhu
48:23
48:23
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We interview Sandeep Sandhu, the owner of the amazing fabric store Sister Mintaka! She tells us how she chooses her beautiful fabrics, what advice she would give to small business owners in the sewing space, and all about her personal sewing. She’s not only a fabric mogul, she’s a style icon! Show Notes…
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Government Regulation of Artificial Intelligence
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8:50
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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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This episode is about one of our very favourite fabrics - Indian block prints! We explore the rich history of these textiles, the process of making them, and where to buy them. We also share a bunch of pattern ideas and sewing tips so you can incorporate these dreamy, light, beautiful fabrics into your wardrobe! Plus, we answer a listener question …
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AI-Related Practice Management Considerations for Law Firms
9:59
9:59
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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…
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Episode 258: Pattern-Free Design with Daisy Braid
55:33
55:33
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In this episode we’re interviewing Daisy Braid, also known as DIY Daisy! We chat with her about her book, Sew it Yourself, which is filled with pattern-free, wearable projects. She also tells us about her personal style evolution, how to find the good stuff when you’re shopping secondhand, and her year of DIY! Show Notes…
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The Ethical Use of Artificial Intelligence in Trust & Estate Law
11:29
11:29
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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…
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We love overalls and jumpsuits! In this episode, we talk about choosing the right style for you, matching it with the perfect fabric, and the pattern adjustments that are super important for these all-in-one garments. Plus: indie patterns, installing hardware, and more! And in the listener question section, we give some gift ideas for the sewist wh…
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What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
19:56
19:56
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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…
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Episode 256: Intuitive Sewing with Natalie Ebaugh
1:05:01
1:05:01
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In this episode, we interview pattern designer, sewing teacher, quilted coat maker extraordinaire, and snappy dresser Natalie Ebaugh! She talks to us about her design process, her long career in the sewing community, and how she puts her amazing outfits together. Show NotesBy Caroline Somos & Helen Wilkinson : Sewing Enthusiasts and Indie Sewing Entrepreneurs
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The IRS Ruling on Modifying a Grantor Trust
15:41
15:41
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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…
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We share four big strategies for saving money on sewing, with lots of helpful tips from our listeners. You can make amazing things without spending a lot - or anything at all! Show NotesBy Caroline Somos & Helen Wilkinson : Sewing Enthusiasts and Indie Sewing Entrepreneurs
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Episode 254: Waxprint Fabrics with Jacqueline Shaw
51:51
51:51
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In this episode, we interview Jacqueline Shaw, an expert on African fabrics and fashion. We chat with her about waxprint (also called ankara, African print, or kitenge) - what it is, how it’s made, what you can sew with it, and lots more! Jacqueline is a successful and passionate entrepreneur with a deep knowledge of the subject. Listen in and get …
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The New Normal for Charitable Tax Planning
11:56
11:56
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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…
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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…
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This episode is all about lace! What it is, how to sew with it, and WHAT to sew with it. Plus, an overview of the history of lace, the different kinds of lace, and your lace questions, answered! We also answer a listener question about how to draft a paneled circle skirt. Show NotesBy Caroline Somos & Helen Wilkinson : Sewing Enthusiasts and Indie Sewing Entrepreneurs
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Tips for Preparing a Federal Estate Tax Return
10:26
10:26
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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…
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Episode 252: Haute Couture with Kenneth D. King
1:00:13
1:00:13
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In this episode, we interview Kenneth D. King - couture designer, technical sewing wizard, teacher, writer, and contributing editor to Threads Magazine. We chat with him about the couture techniques he developed himself, his storied career, and his latest book: Doll Couture! Show NotesBy Caroline Somos & Helen Wilkinson : Sewing Enthusiasts and Indie Sewing Entrepreneurs
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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 …
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In this episode, we’re taking you through all the steps of making test garments, a.k.a. muslins, a.k.a. toiles! From choosing the right fabric to how to cut it, baste it, and adjust it, we’ll demystify this sewing step so you can get your perfect fit and style. Plus, we have a little chatty catch-up about what we did during our winter break. Show N…
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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…
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A Trustee's Duty to Minimize State Income Tax
13:25
13:25
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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…
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Navigating Unique Issues in the Settlement of Trust and Estate Disputes
12:21
12:21
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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…
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