Southern Regional Meeting
Lexington, KY
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Texas Fellows Lunch
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!
The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond
ACTEC Fellow Beth Shapiro Kaufman
Southeast Pennsylvania Fellows Breakfast
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 Aisha no later than April 11 for security purposes. aisha@kmslawoffices.com If you are willing to host by paying for the continental breakfast or if you […]
Washington Study Group
2024 Ohio Fellows Meeting
Cleveland, Ohio
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 […]
Downstate New York Fellows Cocktail Reception
More details to come!
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.
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.
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 […]
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.