ACTEC Trust & Estate Talk

Trust Funding Options

ACTEC Foundation released a series of podcasts tackling critical issues in trust and estate practice. Topics include charitable disaster relief compliance under 501(c)(3) rules, disaster‑preparedness guidance for estate planners, strategies for recruiting and mentoring the next generation of trust attorneys, and a deep dive into the newly‑proposed Trump Accounts under Section 530A. Each episode offers practical tips on fiscal sponsorship, insurance considerations, talent pipeline development, and tax‑planning nuances such as contribution limits and IRA conversion rules. The content aims to equip professionals with actionable insights amid evolving regulatory and market landscapes.