2025 Annual Meeting
2025 Annual Meeting
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- This event has passed.
When: March 19 @ 8:00 am – March 23 @ 5:00 pm
Description:
Greetings Fellows, Guests, and Sponsors!
Thank you to all who came to the 2025 Annual Meeting in Palm Springs! You can find the meeting materials listed below.
For any questions about the meeting, please contact annual2025@actec.org.
Professional Program Materials
- 2025 ACTEC Annual Meeting Professional Program (March 20 – 23, 2025 – Palm Springs, CA)
- Hot Topics
- Seminar A: From the Old World to the New: The Burgeoning Use of Letters of Wishes in Modern Estate Planning
- Seminar B: Tech Talks: Mastering Cybersecurity, Artificial Intelligence, and Practice Management
- Seminar C: Tax Potpourri
- Seminar D: Taking Care of Business: Why (and How) a Purpose Trust Might Be the Answer to Your Client’s Business Succession Challenges
- Seminar E: It’s Complicated: Multijurisdictional Incapacity
- Seminar F: This Isn’t Your Father’s Life Insurance Policy
- Seminar G: In the Pitch: Fairway or Rough? Managing Client Needs (and Mitigating Client Issues) Post-Planning
- Seminar H: Agree Not to Disagree with Buy-Sell Agreements After Connelly
- Symposium: Cultural Competence in Estate Planning
- Gissel Lecture: “Minnesota Nice” – Collegiality in Today’s Trust and Estate Practice
- Trachtman Lecture: Counting Down, Counting Up: Flourishing
Committee Meeting Materials
- ACTEC Foundation: Palm Springs, CA (Annual 2025)
- Asset Protection: Palm Springs, CA (Annual 2025)
- Board of Regents: Palm Springs (Annual 2025)
- Business Planning: Palm Springs, CA (Annual 2025)
- Bylaws and Manuals: Palm Springs, CA (Annual 2025)
- Charitable Planning: Palm Springs, CA (Annual 2025)
- Communications: Palm Springs, CA (Annual 2025)
- Digital Property: Palm Springs, CA (Annual 2025)
- Diversity Equity and Inclusivity: Palm Springs, CA (Annual 2025)
- Elder Law: Palm Springs, CA (Annual 2025)
- Employee Benefits: Palm Springs (Annual 2025)
- Estate and Gift Tax: Palm Springs, CA (Annual 2025)
- Family Law: Palm Springs, CA (Annual 2025)
- FATF: Palm Springs, CA (Annual 2025)
- Fiduciary Administration: Palm Springs, CA (Annual 2025)
- Fiduciary Income Tax: Palm Springs, CA (Annual 2025)
- Fiduciary Litigation: Palm Springs (Annual 2025)
- International Estate Planning: Palm Springs, CA (Annual 2025)
- Legal Education: Palm Springs, CA (Annual 2025)
- Practice: Palm Springs, CA (Annual 2025)
- Professional Responsibility: Palm Springs, CA (Annual 2025)
- State Laws: Palm Springs (Annual 2025)
- Tax Policy Study: Palm Springs, CA (Annual 2025)
- Technology in the Practice: Palm Springs (Annual 2025)
- ULC Update: Palm Springs, CA (Annual 2025)