LOCATION CHANGE: The Pool and Yacht Club is closed temporarily due to flooding on the Mississippi. The dinner will now be held at the at the Lexington in St. Paul. Address: 1096 Grand Avenue, St. Paul, MN 55105. Thank you to our sponsors Capital First Trust Company and Bernstein.

WA Fellows have the option to attend virtually or in person. In person attendance includes breakfast and lunch and will take place in the Worthy Room. Please see the agenda below.

We look forward to seeing everyone at the annual Indiana ACTEC Fellows dinner. This year, dinner will be at Ruth’s Chris on Thursday June 6th, 2024; following the first day of the 51st Annual Midwest Estate Tax and Business Planning Institute. This dinner is being generously sponsored by The National Bank Of Indianapolis. A formal […]

Our annual golf outing will be on Wednesday, June 5. Please RSVP via e-mail to Lisa Hawkins (lhawkins@archerlaw.com) or fax (856) 795-0574 by Friday, May 24, 2024 using the below link. Event Agenda: 11:30 a.m. – Registration/Lunch1:00 p.m. – Golf5:00 p.m. – Cocktail Reception6:00 p.m. – Dinner In addition, if you are playing golf, please forward […]

We are meeting in Columbia on Monday, June 3, 2024, at the Palmetto Club. Please let John Jolley know at jjolley@jolleylawgroup.com by close of business on Thursday, 5/30 if you would like to be added to the list and for further details.

Please join us for a congratulatory dinner for our newest fellows, June and Valerie, on May 30th at 5:15pm at Nicoletta's Table in Lake Oswego, in their private room by the bar. Significant others are welcome. Please let Hilary know if you can make it at hnewcomb@HANLegal.com, and we hope to see you there!

We will be having our Annual Spring Meeting and Dinner on Wednesday, May 22 at 4:00pm at the Chevy Chase Club, sponsored by Chevy Chase Trust. Please consider attending this event.

The Wednesday Offsite Dinner will be held at Slate Steakhouse. The Thursday Buffet Breakfast and Meeting will be sponsored by Greenleaf trust and held at their office. We look forward to seeing our Michigan Fellows together in Traverse City, Michigan! Here is the agenda for this meeting: Agenda: May 15, 7:00pm – 9:30pm: Offsite Dinner […]

Registration is open for the Connecticut State Meeting & Dinner at the New Haven Lawn Club. Stephen Liss will be speaking on the topic of “Planning Ahead of Expected Exemption Increases." We encourage you to bring a guest along, especially a prospective or aspiring Fellow. Thank you to our sponsor Fiduciary Trust International.

The meeting will be held at the office of Jaburg Wilk. New address is 1850 N. Central Avenue, Suite 1200, Phoenix, AZ 85004. The meeting will actually take place in that building but in the meeting room on the 2nd Floor. Dinner will take place at the Phoenix Country Club.