Representing Estate and Trust Beneficiaries and Fiduciaries 2025
Faculty: ACTEC Fellows Jared R. Cloud and Michaelle D. Rafferty
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2025 Annual Meeting
Learn more about the plans for the 2025 Annual Meeting in California.
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 […]
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 […]
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, […]
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. […]