2024 Southern Regional Meeting
Thank you to all who attended the 2024 Southern Regional Meeting. Professional program materials can be found listed below.
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New England Fellows Institute Class II, Session II
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.
Engagement Letters for Estate Planners
ACTEC Fellow Anne M. McKinney
Special Valuation Rules in Estate Planning:Chapter 14 Issues and Applications
Faculty - ACTEC Fellows: N. Todd Angkatavanich, Amy Heller, Kevin Matz, Adam Sherman
2024 Annual Meeting and ACTEC 75th Anniversary
Learn more about the plans for the 2024 Annual Meeting and the 75th Anniversary of ACTEC.
Arkansas Fellows Meeting
Little Rock, AR
Florida Fellows Institute Class VI, Session II
The Florida Fellows Institute was created by Florida Fellows to develop our profession’s future leaders through a series of in-depth educational presentations led by outstanding subject matter experts in each field.
2024 Heart of America Regional Meeting
Omaha, Nebraska
Heart of America Fellows Institute Class III, Session II
ACTEC Fellows from Missouri, Kansas, Oklahoma, Arkansas, Iowa and Nebraska coordinate and manage the HOAFI.
Preventing Estate Litigation: Planning Techniques That Work – Or Do They? (Replay)
Faculty: ACTEC Fellows Christine Socha Czapek, Shane Kelley and Charles A. (“Clary”) Redd
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.
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) […]