2025 Rocky Mountain Regional Fellows Meeting
- This event has passed.
When: September 12 @ 2:00 pm – September 13 @ 7:30 pm
Greetings Fellows!
On-site registration and badge pickup will be available starting at 2:00 PM in the Grenoble & Venice rooms.
The meeting kicks off on Friday afternoon, September 12, with Professor Sam Donaldson’s presentation on Current Developments, followed by the Sponsor Reception and Welcome Dinner. Saturday will continue with a full day of seminars; however, Sunday will not have any programming.
Saturday’s full-day program offers an exceptional lineup of expert presentations:
– Melissa Willms & Mickey Davis present “Finding Basis in All the Right Places”
– Professor Gerry Beyer explores “Artificial Intelligence in the Trusts & Estates Field”
– Brad Bedingfield leads a discussion in “Hot Topics in Charitable Planning Strategies”
– Professor Emerita Mary Radford shares insights in “Representing Clients Facing Elder Financial Abuse (Ethics)”
Please review the website for schedule updates, sponsor information, program descriptions, and materials when available. Additional details regarding registration and accommodations will be available in the coming months.
For any questions, please contact meetings@actec.org.
Professional Program Materials
- 2025 Rocky Mountain Regional Meeting
- Federal Tax Update
- Looking for Basis in All the Right Places: Income Tax Basis Adjustments in Estate Planning and Administration
- Artificial Intelligence and the Estate Planner: Resistance is Futile
- Hot Topics in Charitable Planning
- Older Clients With Diminishing Capacity and Elder Financial Abuse