2025 Summer Meeting
2025 Summer Meeting
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- This event has passed.
When: June 18 @ 8:00 am – June 22 @ 5:00 pm
Thank you to all who attended this year’s Summer Meeting in Montreal! Materials from the meeting are available below. For any questions, please contact meetings@actec.org.
Professional Program Materials
- The Art of Gifts and Transfer Tax Reporting in a Generous and Time-Sensitive Environment (Stand-Alone)
- Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion
- No Loonies, Mo’ Problems: Gift Planning with Non-Cash Assets
- Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation
- Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can The Damage Be Undone?
- ACTEC 2025 Summer Seminars
- A Deep Dive into the GST Abyss
- What Even You Need to Know About Foreign Trusts, Assets and Beneficiaries
- Unwrapping Controversy: Litigating the Law of Giving
Committee Meeting Materials
- ACTEC Foundation: Montreal, Canada (Summer 2025)
- Asset Protection: Montreal, Canada (Summer 2025)
- Business Planning: Montreal, Canada (Summer 2025)
- Bylaws and Manuals: Montreal, Canada (Summer 2025)
- Charitable Planning: Montreal, Canada (Summer 2025)
- Communications: Montreal, Canada (Summer 2025)
- Digital Property: Montreal, Canada (Summer 2025)
- Diversity Equity and Inclusivity: Montreal, Canada (Summer 2025)
- Elder Law: Montreal, Canada (Summer 2025)
- Employee Benefits: Montreal, Canada (Summer 2025)
- Estate and Gift Tax: Montreal, Canada (Summer 2025)
- Family Law: Montreal, Canada (Summer 2025)
- FATF: Montreal, Canada (Summer 2025)
- Fiduciary Administration: Montreal, Canada (Summer 2025)
- Fiduciary Income Tax: Montreal, Canada (Summer 2025)
- Fiduciary Litigation: Montreal, Canada (Summer 2025)
- International Estate Planning: Montreal, Canada (Summer 2025)
- Legal Education: Montreal, Canada (Summer 2025)
- NCPJ: Montreal, Canada (Summer 2025)
- Practice: Montreal, Canada (Summer 2025)
- Professional Responsibility: Montreal, Canada (Summer 2025)
- State Chairs Steering: Montreal, Canada (Summer 2025)
- State Laws: Montreal, Canada (Summer 2025)
- Tax Policy Study: Montreal, Canada (Summer 2025)
- Technology in the Practice: Montreal, Canada (Summer 2025)