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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. […]
Arizona Fellows Meeting & Dinner
Wi-Fi for the meeting: CapGuestWifi Guest@1850 The meeting will be held in the Central Arts Plaza, 1850 N. Central Avenue, Suite 1200, Phoenix, AZ 85004. The meeting will take place on the 2nd floor, in the Phoenix Room Conference Room on the Concourse level. All guests should check in with the security guard and they will […]
2024 Washington ACTEC Fellows Dinner
Join ACTEC Washington State Fellows at a dinner in Seattle sponsored by Laird Norton Wealth Management.
2024 Iowa Fellows Meeting
The Davis Brown Tower, 215 10th Street Ste. 1300, De Moines, Iowa 50309
Litigating Breach of Trust Claims Under the Uniform Trust Code
Faculty: ACTEC Fellows Marc J. Bloostein, Carol A. Harrington, Jennifer Jordan McCall
Rocky Mountain Fellows Institute Class I, Session II
ACTEC Fellows from Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Texas, Utah, and Wyoming coordinate and manage the Rocky Mountain Fellows Institute.
New Mexico Fellows Breakfast Meeting
Our next NM ACTEC breakfast meeting is scheduled for October 26, 2024, at 10:00 a.m. at the Albuquerque Country Club. The default plan will be to discuss recent New Mexico appellate decisions. However, if there are other discussion topics that you'd like discussed, please contact Greg MacKenzie.
2024 Southeast Regional Meeting
Savannah, Georgia Thank you to all who attended the 2024 Southeast Regional Meeting! We are excited to announce that the 2025 Southeast Regional Meeting will be held in beautiful Hilton […]
Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions
Faculty: N. Todd Angkatavanich, Jill Choate Beier, Keri D. Brown, John Draneas, Bradley J. Franc, Beth Shapiro Kaufman, Jason Lacey, Stephen Liss, Stephanie Loomis-Price, Briana Loughlin, Katie Lynagh, Robert Moore, Benetta Park, Natalie M. Perry, Lee M. Stautberg, John R. Strohmeyer, Gene Wolf, Geraldine A. Wyle
2024 Mid-Atlantic Regional Meeting
Thank you to all who attended the 2024 Mid-Atlantic Regional Meeting at the Hotel DuPont. Professional Program materials can be found linked below. For any questions, please contact meetings@actec.org.