Charitable Gift Annuities: A Deep Dive
ACTEC Fellow Lawrence P. Katzenstein
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Southeast Pennsylvania Fellows Breakfast
Our final event of the year will be held on December 9 from 7:45am - 8:45am at the ASTM Building, Room 403. If you plan to attend, please RSVP to […]
2024 Great Lakes Regional Meeting
Current Developments in Estate and Tax Planning 2024
Faculty: ACTEC Fellows Marc J. Bloostein, Carol A. Harrington, Jennifer Jordan McCall
New Jersey Fellows December Workshop
Our next workshop will be on December 3, 2024. It will be by Zoom. We will start at 5:30PM. We will be joined by ACTEC President Susan Snyder. Glenmede has agreed […]
Arizona Fellows Meeting & Dinner
Wi-Fi for the meeting: CapGuestWifi Guest@1850 The meeting will be held in the Central Arts Plaza, 1850 N. Central Avenue, Suite 1200, Phoenix, AZ 85004. The meeting will take place […]
2024 Washington ACTEC Fellows Dinner
Join ACTEC Washington State Fellows at a dinner in Seattle sponsored by Laird Norton Wealth Management.
2024 Iowa Fellows Meeting
The Davis Brown Tower, 215 10th Street Ste. 1300, De Moines, Iowa 50309
Litigating Breach of Trust Claims Under the Uniform Trust Code
Faculty: ACTEC Fellows Marc J. Bloostein, Carol A. Harrington, Jennifer Jordan McCall
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.
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 […]
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 […]