

2025 Summer Meeting
2025 Summer Meeting
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When: June 18 @ 8:00 am – June 22 @ 5:00 pm
Greetings Fellows and Guests!
Online registration can be made until the beginning of the meeting for an additional fee.
Please review the meeting website for updates related to sponsor information, program descriptions, and materials when they are available.
On the site, you’ll find everything you need regarding meeting information:
• Complete tour and program schedules
• Meeting materials and important updates
• Travel tips and local highlights (from Old Montréal’s charm to legendary dining)
• All key details for an exceptional experience Stay tuned for future schedule updates, sponsor information, program descriptions, and materials, when available.
For any questions, please contact summer2025@actec.org.
Professional Program Materials
- ACTEC 2025 Stand-Alone Program (Day 1)
- Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion
- Session 2: No Loonies, Mo’ Problems: Gift Planning with Non-Cash Assets
- ACTEC 2025 Stand-Alone Program (Day 2)
- Session 3: Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation
- Session 4: Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can The Damage Be Undone?
- ACTEC 2025 Summer Seminars
- Seminar 1. A Deep Dive into the GST Abyss
- Seminar 2. What Even You Need to Know About Foreign Trusts, Assets and Beneficiaries
- Seminar 3. Unwrapping Controversy: Litigating the Law of Giving
Committee Meeting Materials
- ACTEC Foundation: Montreal, Canada (Summer 2025)
- Asset Protection: Montreal, Canada (Summer 2025)
- Business Planning: Montreal, Canada (Summer 2025)
- Bylaws and Manuals: Montreal, Canada (Summer 2025)
- Charitable Planning: Montreal, Canada (Summer 2025)
- Communications: Montreal, Canada (Summer 2025)
- Digital Property: Montreal, Canada (Summer 2025)
- Diversity Equity and Inclusivity: Montreal, Canada (Summer 2025)
- Elder Law: Montreal, Canada (Summer 2025)
- Employee Benefits: Montreal, Canada (Summer 2025)
- Estate and Gift Tax: Montreal, Canada (Summer 2025)
- Family Law: Montreal, Canada (Summer 2025)
- FATF: Montreal, Canada (Summer 2025)
- Fiduciary Administration: Montreal, Canada (Summer 2025)
- Fiduciary Income Tax: Montreal, Canada (Summer 2025)
- Fiduciary Litigation: Montreal, Canada (Summer 2025)
- International Estate Planning: Montreal, Canada (Summer 2025)
- Legal Education: Montreal, Canada (Summer 2025)
- Practice: Montreal, Canada (Summer 2025)
- Professional Responsibility: Montreal, Canada (Summer 2025)
- State Chairs Steering: Montreal, Canada (Summer 2025)
- State Laws: Montreal, Canada (Summer 2025)
- Tax Policy Study: Montreal, Canada (Summer 2025)
- Technology in the Practice: Montreal, Canada (Summer 2025)