The American College of Trust and Estate Counsel
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.
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! Please save the date for the 2024 Illinois Fellows Spring Dinner on Wednesday, May 8 at Soho House Chicago. Details to follow.
ACTEC Fellows from Missouri, Kansas, Oklahoma, Arkansas, Iowa and Nebraska coordinate and manage the HOAFI.
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 Country Club. Stephen Liss will be speaking on the topic of “Planning Ahead of Expected Exemption Increases." Fiduciary Trust International is sponsoring this event.
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 at Slate Steakhouse; 250 E Front St, Traverse City, MI 49684 May 16, 9:00am – 11:00am: Buffet Breakfast and Meeting at the Greenleaf Trust office; 160 E […]
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.
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. An invitation to the dinner will be sent via email. 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!
More details on this event to come!
Please save the date and mark your calendars. 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 […]