The American College of Trust and Estate Counsel
Our annual golf outing will be on Wednesday, June 5. Please RSVP via e-mail to Lisa Hawkins (lhawkins@archerlaw.com) or fax (856) 795-0574 by Friday, May 24, 2024 using the below link. Event Agenda: 11:30 a.m. – Registration/Lunch1:00 p.m. – Golf5:00 p.m. – Cocktail Reception6:00 p.m. – Dinner In addition, if you are playing golf, please forward […]
We are meeting in Columbia on Monday, June 3, 2024, at the Palmetto Club. Please let John Jolley know at jjolley@jolleylawgroup.com by close of business on Thursday, 5/30 if you […]
Please join us for a congratulatory dinner for our newest fellows, June and Valerie, on May 30th at 5:15pm at Nicoletta's Table in Lake Oswego, in their private room by the bar. Significant others are welcome. Please let Hilary know if you can make it at hnewcomb@HANLegal.com, and we hope to see you there!
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.
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.
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 […]
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.
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.
ACTEC Fellows from Missouri, Kansas, Oklahoma, Arkansas, Iowa and Nebraska coordinate and manage the HOAFI.
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.
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 […]
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.