2024 Virginia State Fellows Dinner
Please join us at the Virginia ACTEC Fellows Dinner being hosted by Bessemer Trust on Wednesday, September 25 at 6:30pm in Richmond, immediately following the Steve Akers Estate Planning Update. […]
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2024 Fall Meeting
Learn more about the plans for the 2024 Fall Meeting in Chicago.
Southeast Pennsylvania Fellows Luncheon
More details to come!
Washington Fellows Meeting
Save the date!
New England Fellows Institute Class II, Session III
Created by ACTEC Fellows located in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont to develop our profession’s future leaders through a series of in-depth educational presentations led by outstanding subject matter experts in each field.
2024 Western Regional Meeting
Koloa, Hawaii Greetings Fellows! Meeting registration is now open! Regular registration will end August 14. After that date, all registrations will include a $100 late fee. Online self-registration will be […]
The Generation-Skipping Transfer Tax Exemption: Proper Allocation Techniques and Avoiding Common Errors (Replay)
ACTEC Fellow Beth Shapiro Kaufman
12th Annual Hawaii ACTEC Fellows Planning Conference
The Hawaii Fellows of the American College of Trust & Estate Counsel (ACTEC) in conjunction with the HSBA Probate and Estate Planning and Elder Law Sections present their 12th Annual […]
Rocky Mountain Fellows Institute Class I, Session I
ACTEC Fellows from Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Texas, Utah, and Wyoming coordinate and manage the Rocky Mountain Fellows Institute.
2024 Florida Fellows Meeting
Palm Beach, Florida
Corporate Transparency ACT (CTA) – Replay
The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, requires certain business entities to report identifying information to FinCEN, including that of any beneficial owners – those who either hold at least at 25% ownership interest or who exercise substantial control over the reporting company.
South Carolina Fellows Lunch
We are planning on a lunch in Greenville on Monday, June 24, 2024. Please consider joining us in Greenville for an opportunity to catch-up, and let John Jolley at jjolley@jolleylawgroup.com […]