2023 Virtual Meeting
Learn more about the meeting, scheduled to occur over two half-days.
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Iowa Fellows Meeting
The Davis Brown Tower, 215 10th Street Ste. 1300, De Moines, Iowa 50309
Heart of America Fellows Institute Class III, Session I
ACTEC Fellows from Missouri, Kansas, Oklahoma, Arkansas, Iowa and Nebraska coordinate and manage the HOAFI.
Current Developments in Estate and Tax Planning 2023
Faculty: ACTEC Fellows Farhad Aghdami, Nicole Pearl, Melissa Willms
Uniform Conflict of Laws in Trusts and Estates Act: Whats New and What’s Next
Faculty: ACTEC Fellows Turney P. Berry, Jane Gorham Ditelberg, Ronald Scalise, Jr., Robert H. Sitkoff
New England Fellows Institute Class II, Session I
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.
New Jersey Fellows Workshop
This meeting will be held remotely. More details to come!
Southeast Fellows Institute Class II, Session II
Created by ACTEC Fellows in Alabama, Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia to develop our profession’s future leaders through a series of in-depth educational presentations led by outstanding subject matter experts in each field.
Preparing a Federal Estate Tax Return: 13 Things You Need to Know
Faculty: ACTEC Fellow: George D. Karibjanian
Washington Fellows Study Group
Our February Study Group meeting is this Thursday, February 8, 2023. Agenda attached. The meeting will be held both in person (Perkins Coie, 1201 Third Avenue, Suite 4900, Seattle WA 98101) […]
Southeastern Pennsylvania Fellows Lunch
Our first event of 2024 will be held on Thursday, February 15, from 12:00 – 1:00 at Ballard Spahr, 1735 Market Street, Philadelphia, PA.
If you plan to attend, please RSVP to Aisha by February 12 at noon for security and lunch purposes at aisha@kmslawoffices.com.
We are grateful to Heike Sullivan and Justin Brown for hosting this gathering.
Preventing Estate Litigation: Planning Techniques That Work – Or Do They? (Replay)
Faculty: ACTEC Fellows Christine Socha Czapek, Shane Kelley and Charles A. (“Clary”) Redd