Avoiding Common Ethical Traps in Estate Planning
Faculty - ACTEC Fellows Maribeth G. Berlin, Lauren J. Wolven
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Mid-Atlantic Fellows Institute Class IV, Session I
The College invites all Fellows to nominate a candidates from Delaware, Maryland, New Jersey, New York, Pennsylvania and Washington, D.C. for Class IV of the Mid-Atlantic Fellows Institute.
2024 Utah Fellows Luncheon
Utah Fellows are invited to attend a luncheon on Friday, October 18th, Noon–1:00pm. ACTEC Fellow Thomas A. Mecham has graciously agreed to host the luncheon at Holland & Hart in Salt Lake City. Another email will be sent closer to the luncheon date to ask for RSVPs and provide details regarding the agenda, parking, and room […]
2024 New England Regional Meeting
Thank you to all who attended the 2024 New England Regional Meeting at the The Hilton Mystic. Professional Program materials can be found linked below. For any questions, please contact meetings@actec.org. Mystic, CT
2024 Mid-Atlantic Regional Meeting
Thank you to all who attended the 2024 Mid-Atlantic Regional Meeting at the Hotel DuPont. Professional Program materials can be found linked below. For any questions, please contact meetings@actec.org.
Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions
Faculty: N. Todd Angkatavanich, Jill Choate Beier, Keri D. Brown, John Draneas, Bradley J. Franc, Beth Shapiro Kaufman, Jason Lacey, Stephen Liss, Stephanie Loomis-Price, Briana Loughlin, Katie Lynagh, Robert Moore, Benetta Park, Natalie M. Perry, Lee M. Stautberg, John R. Strohmeyer, Gene Wolf, Geraldine A. Wyle
2024 Southeast Regional Meeting
Savannah, Georgia Thank you to all who attended the 2024 Southeast Regional Meeting! We are excited to announce that the 2025 Southeast Regional Meeting will be held in beautiful Hilton Head, South Carolina on October 30 – November 2. Please mark your calendars and save the date. Professional Program materials can be found linked below. […]
New Mexico Fellows Breakfast Meeting
Our next NM ACTEC breakfast meeting is scheduled for October 26, 2024, at 10:00 a.m. at the Albuquerque Country Club. The default plan will be to discuss recent New Mexico appellate decisions. However, if there are other discussion topics that you'd like discussed, please contact Greg MacKenzie.
Rocky Mountain Fellows Institute Class I, Session II
ACTEC Fellows from Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Texas, Utah, and Wyoming coordinate and manage the Rocky Mountain Fellows Institute.
Litigating Breach of Trust Claims Under the Uniform Trust Code
Faculty: ACTEC Fellows Marc J. Bloostein, Carol A. Harrington, Jennifer Jordan McCall
2024 Iowa Fellows Meeting
The Davis Brown Tower, 215 10th Street Ste. 1300, De Moines, Iowa 50309
2024 Washington ACTEC Fellows Dinner
Join ACTEC Washington State Fellows at a dinner in Seattle sponsored by Laird Norton Wealth Management.