2024 District of Columbia/Maryland/Virginia Annual Spring Meeting
We will be having our Annual Spring Meeting and Dinner on Wednesday, May 22 at 4:00pm at the Chevy Chase Club, sponsored by Chevy Chase Trust. Please consider attending this event.
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Florida Fellows Institute Class VI, Session III
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.
Michigan Fellows Meeting and Dinner
The Wednesday Offsite Dinner will be held at Slate Steakhouse. The Thursday Buffet Breakfast and Meeting will be sponsored by Greenleaf trust and held at their office. We look forward to seeing our Michigan Fellows together in Traverse City, Michigan! Here is the agenda for this meeting: Agenda: May 15, 7:00pm – 9:30pm: Offsite Dinner […]
Connecticut State Meeting & Dinner
Registration is open for the Connecticut State Meeting & Dinner at the New Haven Lawn Club. Stephen Liss will be speaking on the topic of “Planning Ahead of Expected Exemption Increases." We encourage you to bring a guest along, especially a prospective or aspiring Fellow. Thank you to our sponsor Fiduciary Trust International.
Arizona Fellows Meeting & Dinner
The meeting will be held at the office of Jaburg Wilk. New address is 1850 N. Central Avenue, Suite 1200, Phoenix, AZ 85004. The meeting will actually take place in that building but in the meeting room on the 2nd Floor. Dinner will take place at the Phoenix Country Club.
Heart of America Fellows Institute Class III, Session III
ACTEC Fellows from Missouri, Kansas, Oklahoma, Arkansas, Iowa and Nebraska coordinate and manage the HOAFI.
Illinois Fellows Dinner
We had such a great time at this year’s dinner that we decided to make it an annual event! The 2024 Illinois Fellows Spring Dinner will be on Wednesday, May 8 at Soho House Chicago. All guests arriving for this event should enter through the House entrance at 113 North Green Street.
New Jersey Fellows Workshop
Our next workshop will be on Tuesday, May 7. This meeting will be in person at the New Jersey Law Center in New Brunswick. Please arrive at 5:15PM for dinner. The program will begin at 6PM. KB Financial- a OneDigital Company is the sponsor. We will feature a presentation on undue influence, elder abuse and related […]
Corporate Transparency ACT (CTA)
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.
Southeast Fellows Institute Class II, Session III
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.
Downstate New York Fellows Cocktail Reception
More details to come!
2024 Virginia State Fellows Breakfast
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 hosting a breakfast at the conference on Sunday, April 28 at 7:15am attended by Fellows and perspective Fellows. You should receive a separate invitation to […]