Charitable Gift Annuities: A Deep Dive January 24, 2025 @ 12:00 pm - 1:00 pm ACTEC Fellow Lawrence P. Katzenstein
Representing Estate and Trust Beneficiaries and Fiduciaries 2025 March 28, 2025 @ 9:30 am - 4:30 pm Faculty: ACTEC Fellows Jared R. Cloud and Michaelle D. Rafferty
Planning Techniques for Large Estates 2025 May 14, 2025 @ 8:30 am - 5:10 pm Faculty: ACTEC Fellows Michael M. Gordon and Kim Kamin