Engagement Letters for Estate Planners
ACTEC Fellow Anne M. McKinney
ACTEC Fellow Anne M. McKinney
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.
Lexington, KY
If you are planning to attend the Texas Bar's Advanced Estate Strategies Course in Santa Fe on April 11 and 12, Texas Fellows will have their annual ACTEC Fellows lunch on Friday, April 12 at Pranzo Italian Grill, which is across the street from the conference hotel. More information to come!
ACTEC Fellow Beth Shapiro Kaufman
Our next event of the year will be held on Thursday, April 18 from 7:45-8:45 am at the ASTM Building, Room 403. If you plan to attend, please RSVP to […]
Cleveland, Ohio
ACTEC Fellows Breakfast at the 45th Annual Conner-Zaritsky Conference – The conference will be held at the Omni Homestead Resort in Hot Springs, VA April 26-28. Virginia ACTEC will be […]
More details to come!
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.
The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, requires certain business entities to report identifying information to FinCEN, including that of any beneficial owners – those who either hold at least at 25% ownership interest or who exercise substantial control over the reporting company.