2025 Annual Meeting
Learn more about the plans for the 2025 Annual Meeting in California.
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2025 Arkansas Fellows Meeting
The date for our meeting is Thursday, February 20, 2025. As we have done in the past, the professional program will last from about 1:00 – 5:00 p.m. (with about 3.5 hours of CLE credit), and the meeting will be hosted by Arkansas Community Foundation, (5 Allied Drive, Suite 51110, Little Rock, AR 72202). There […]
New Jersey Fellows February Workshop
Our next workshop will be on Tuesday, February 11, 2025. It will be by zoom. We will start at 5:30PM. We will feature a panel on the highlights of recent national meetings, including the Heckerling Institute. If you are attending the Institute and are willing to share some of your thoughts, please contact Steven K. […]
Minnesota Fellows Gathering
Please save the date February 6, 2025, for our traditional year-end/new year gathering for fellows and prospective fellows. More details to come, start thinking about who you will invite!
Mid-Atlantic Fellows Institute Class IV, Session II
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.
Charitable Gift Annuities: A Deep Dive
ACTEC Fellow Lawrence P. Katzenstein
Washington Fellows Study Group
In Person Location: For 2025, we will change our venue to Karr Tuttle Campbell, 701 5th Avenue, Suite 3300, Seattle, WA 98115. Attendees please RSVP to Kirsten’s assistant, Jennifer Clautier, at (jclautier@karrtuttle.com) by end of day Monday, January 6th at the latest to have your name on the elevator list, and when you arrive at […]
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 Rosemarie (email below) no later than Friday, 12/6 at 2:00 PM for security purposes. rosemarie@kmslawoffices.com This event is being generously hosted by Tracy DeVlieger of […]
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 to assemble a panel to present a program to the NJ Fellows on the impact of the elections. The team will be led by Mark R. […]
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 on the 2nd floor, in the Phoenix Room Conference Room on the Concourse level. All guests should check in with the security guard and they will […]