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 […]

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.

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.

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 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 […]

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.

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 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 […]

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 look forward to seeing everyone at the annual Indiana ACTEC Fellows dinner. This year, dinner will be at Ruth’s Chris on Thursday June 6th, 2024; following the first day of the 51st Annual Midwest Estate Tax and Business Planning Institute. This dinner is being generously sponsored by The National Bank Of Indianapolis. A formal […]