Planning Techniques for Large Estates 2025
Faculty: ACTEC Fellows Michael M. Gordon and Kim Kamin
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2025 Southern Regional Meeting
Greetings Fellows! Save the date for the 2025 Southern Regional Meeting. Please review the website for schedule updates, sponsor information, program descriptions and materials when available. For any questions, please contact meetings@actec.org.
2025 Ohio Fellows Meeting
Greetings Fellows! Save the date for the 2025 Ohio State Meeting. Please review the website for schedule updates, sponsor information, program descriptions and materials when available. For any questions, please contact meetings@actec.org.
Mid-Atlantic Fellows Institute Class IV, Session III
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.
Representing Estate and Trust Beneficiaries and Fiduciaries 2025
Faculty: ACTEC Fellows Jared R. Cloud and Michaelle D. Rafferty
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 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 […]