Minnesota Fellows Dinner

The Lexington 1096 Grand Avenue, St. Paul, Minnesota, United States

LOCATION CHANGE: The Pool and Yacht Club is closed temporarily due to flooding on the Mississippi. The dinner will now be held at the at the Lexington in St. Paul. Address: 1096 Grand Avenue, St. Paul, MN 55105. Thank you to our sponsors Capital First Trust Company and Bernstein.

Texas Fellows and Friends Happy Hour

Fig & Olive 5115 Westheimer Rd, Ste C2500, Houston, Texas, United States

Please join us at Fig & Olive on Tuesday, June 11, for a Fellows and friends reception. Meet other Fellows, learn about ACTEC and make new friends. We hope to see you there! Please RSVP by emailing Texas Chair Lora Davis. lora@davisstephenson.com

Delaware Fellows Reception

The Wilmington Club 1103 N Market St, Wilmington, Delaware, United States

Please join us in welcoming our newest Fellow, Jenny Smith. Invitations have been sent via paperless post. Bessemer Trust Company of Delaware, N.A. is pleased to sponsor this event.

Texas Fellows and Guest Dinner

51Fifteen Cuisine 5175 Westheimer Rd, Houston, Texas, United States

The Texas June Dinner will be held at the 51fifteen Cuisine & Cocktails restaurant. Thanks to our sponsor, Frost Bank.

2024 Summer Meeting

Fairmont Royal York 100 Front St W, Toronto, Ontario, Canada

Learn more about the plans for the 2024 Summer Meeting in Toronto.

Pennsylvania Fellows Zoom Meeting

Topic: Pennsylvania ACTEC Fellows Virtual Meeting Time: Jun 24, 2024 12:00 PM Eastern Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/85472274205?pwd=3IS9Jos7TwvmtiaZpPO639MAnsDGu0.1 Meeting ID: 854 7227 4205 Passcode: ACTECPA

South Carolina Fellows Lunch

We are planning on a lunch in Greenville on Monday, June 24, 2024. Please consider joining us in Greenville for an opportunity to catch-up, and let John Jolley at jjolley@jolleylawgroup.com know if you will be joining.

Corporate Transparency ACT (CTA) – Replay

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.

Florida Fellows Meeting

The Breakers Resort 1 S County Road, Palm Beach, Florida, United States

Palm Beach, Florida

12th Annual Hawaii ACTEC Fellows Planning Conference

YMCA - Fuller 1040 Richards St., Honolulu, Hawaii, United States

The Hawaii Fellows of the American College of Trust & Estate Counsel (ACTEC) in conjunction with the HSBA Probate and Estate Planning and Elder Law Sections present their 12th Annual Hawaii ACTEC Fellows Planning Conference. Speakers and Topics: Margaret G. Lodise, ESQ.“The Needs of the Many Outweigh the Needs of a Few” - Ethical Issues […]

South Carolina Fellows Lunch

We are planning on a lunch in Charleston on August 23, 2024. Please consider joining us for an opportunity to catch-up, and let John Jolley know if you will be joining at jjolley@jolleylawgroup.com.