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Events - Summary
Events
Events Summary
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March 2023 Events
Current Events:
Mar
22
ALI CLE: Using Non-charitable Trusts for Charitable Giving
Mar 22, 2023
-
(12:00 PM - 01:30 PM)
Join ACTEC Fellows Kirk Hoopingarner and Kim Kamin
Apr
20
Mid-Atlantic Fellows Institute Session III
Apr 20, 2023 - Apr 21, 2023
-
(All Day Event)
Philadelphia, PA
Class III, Session III
Apr
27
ALI CLE Back to Basis: Fundamentals of Basis in Estate Planning
Apr 27, 2023
-
(12:00 PM - 01:00 PM)
ACTEC Fellow Kenneth P. Brier.
Program jointly offered by ALI CLE, ACTEC, and the New England Fellows Institute.
Apr
28
2023 Ohio Fellows Meeting
Apr 28, 2023 - Apr 30, 2023
-
(All Day Event)
Hilton Cincinnati Netherland Plaza
35 W. 5th ST.
Cincinnati, OH
45202
We hope to see you there!
Looking Forward:
May
4
Southeast Fellows Institute III
May 04, 2023 - May 05, 2023
-
(All Day Event)
Richmond, VA
Class I, Session III
May
6
New Mexico Fellows Breakfast
May 06, 2023
-
(10:00 AM - 12:00 PM)
We look forward to seeing you there!
May
9
2023 MD/DC/VA Fellows Spring Event
May 09, 2023
-
(All Day Event)
The Chevy Chase Club
6100 Connecticut Ave
Chevy Chase, MD
20815
We look forward to seeing you there!
May
10
ALI CLE Planning for Family Members with Disabilities: Strategies for Surmounting Service Challenges
May 10, 2023
-
(12:00 PM - 01:30 PM)
Join three experienced practitioners, all of whom are ACTEC Fellows and Special Needs Alliance members, for a program for estate planners with a client who is looking out for the interests of a disabled family member, jointly presented by ACTEC and ALI CLE.
May
16
Oregon Fellows Meeting
May 16, 2023
-
(12:00 PM - 01:30 PM)
Allen Trust Company
121 SW Morrison Street, Suite 875
Portland, OR
97204
503-292-1041
We look forward to seeing you there!
May
19
2023 Southern Regional Meeting
May 19, 2023 - May 21, 2023
-
(All Day Event)
The Oxford Graduate Hotel
400 N Lamar Blvd
Oxford, MS
38655
We look forward to seeing you in Oxford, MS!
May
20
Michigan Fellows Meeting
May 20, 2023
-
(All Day Event)
MI
The time and lunch location are currently being determined.
May
20
Arizona Fellows Meeting
May 20, 2023
-
(All Day Event)
Fennemore Craig PC
2394 E Camelback Rd
Phoenix, AZ
85016
We look forward to seeing you there!
Jun
8
Texas Fellows Dinner
Jun 08, 2023
-
(All Day Event)
Dallas, TX
We look forward to seeing you all for dinner!
Jun
11
Minnesota Fellows Dinner
Jun 11, 2023
-
(04:30 PM - 09:00 PM)
University Club of Saint Paul
420 Summit Ave, St Paul, MN 55102
Saint Paul, MN
55102
We look forward to seeing everyone for dinner!
Jun
22
2023 Summer Meeting
Jun 22, 2023 - Jun 25, 2023
-
(All Day Event)
Omni Shoreham Hotel
2500 Calvert Street NW
Washington, DC
20008
(202) 234-0700
See you in Washington, DC
(CLE Stand-Alone Program June 21-22)
Jul
19
2023 Florida Fellows Meeting
Jul 19, 2023
-
(All Day Event)
The Breakers Palm Beach
1 S County Rd.
Palm Beach, FL
33480
We look forward to seeing you in Palm Beach!
Sep
7
2023 Southeast Regional Meeting
Sep 07, 2023 - Sep 10, 2023
-
(All Day Event)
The Greenbrier
101 Main Street West
White Sulphur Springs, WV
24986
(855) 453-4858
We look forward to seeing everyone at the The Greenbrier
Sep
8
2023 Rocky Mountain Regional Meeting
Sep 08, 2023 - Sep 10, 2023
-
(All Day Event)
Custer State Park Resort
13389 US Hwy 16A
Custer, SD
57730
(888) 875-0001
Rooms are still available! Call in only.
Sep
8
2023 Mid-Atlantic Regional Meeting
Sep 08, 2023 - Sep 10, 2023
-
(All Day Event)
The Sofitel Philadelphia
120 S 17th St
Philadelphia, PA
19103
We look forward to seeing you in Philadelphia
Sep
28
Southeast Fellows Institute Class II, Session I
Sep 28, 2023 - Sep 29, 2023
-
(All Day Event)
Charlotte, NC
Class II, Session I
Oct
12
Florida Fellows Institute Class VI, Session I
Oct 12, 2023 - Oct 13, 2023
-
(All Day Event)
Boca Raton, FL
Class VI, Session I
Oct
26
2023 Fall Meeting
Oct 26, 2023 - Oct 29, 2023
-
(All Day Event)
Omni Louisville Hotel
400 S 2nd St
Louisville, KY
40202
(502) 313-6664
See you in Louisville.
Dec
7
Heart of America Fellows Institute Class III, Session I
Dec 07, 2023 - Dec 08, 2023
-
(All Day Event)
Kansas City, KS
Class III, Session I
Feb
1
New England Fellows Institute Class II Session I
Feb 01, 2024 - Feb 02, 2024
-
(All Day Event)
Newton, MA
Class II, Session I
Feb
8
Southeast Fellows Institute Class II, Session II
Feb 08, 2024 - Feb 09, 2024
-
(All Day Event)
Atlanta, GA
Class II, Session II
Feb
22
Heart of America Fellows Institute Class III, Session II
Feb 22, 2024 - Feb 23, 2024
-
(All Day Event)
Omaha, NE
Class III, Session II
Feb
29
Florida Fellows Institute Class VI, Session II
Feb 29, 2024 - Mar 01, 2024
-
(All Day Event)
Tampa, FL
Class VI, Session II
Mar
6
2024 Annual Meeting
Mar 06, 2024 - Mar 10, 2024
-
(All Day Event)
JW Marriott Desert Ridge
5350 East Marriott Drive
Phoenix, AZ
85054
1 480-293-5000
See you in Phoenix, Arizona
Apr
4
New England Fellows Institute Class II Session II
Apr 04, 2024 - Apr 05, 2024
-
(All Day Event)
Newton, MA
Class II, Session II
May
2
Southeast Fellows Institute Class II, Session III
May 02, 2024 - May 03, 2024
-
(All Day Event)
Richmond, VA
Class II, Session III
May
9
Heart of America Fellows Institute Class III, Session III
May 09, 2024 - May 10, 2024
-
(All Day Event)
St. Louis, MO
Class III, Session III
May
16
Florida Fellows Institute Class VI, Session III
May 16, 2024 - May 17, 2024
-
(All Day Event)
Naples, FL
Class VI, Session III
Jun
20
2024 Summer Meeting
Jun 20, 2024 - Jun 23, 2024
-
(All Day Event)
Fairmont Royal York
100 Front Street W
Toronto, ON
M5J-1E3
(416) 368-2511
See you in Toronto, Ontario, Canada
(CLE Stand-Alone Program June 19-20)
Sep
5
New England Fellows Institute Class II Session III
Sep 05, 2024 - Sep 06, 2024
-
(All Day Event)
Newton, MA
Class II, Session III
Sep
19
2024 Fall Meeting
Sep 19, 2024 - Sep 22, 2024
-
(All Day Event)
Marriott Marquis Chicago
2121 South Prairie Avenue
Chicago, IL
60616
1-800-228-9290
See you in Chicago
Mar
5
2025 Annual Meeting
Mar 05, 2025 - Mar 09, 2025
-
(All Day Event)
La Quinta Resort & Club
49-499 Eisenhower Drive
La Quinta, CA
92253
760.564.4111
See you in Palm Springs
Past Events:
Feb
7
ALI CLE: Advanced Fiduciary Income Tax Planning
Feb 07, 2023
-
(12:00 PM - 01:30 PM)
Join ACTEC Fellows Carl L. King, Justin Miller, Karen Sandler Steinert.
Feb
7
New Jersey Fellows Workshop
Feb 07, 2023
-
(05:00 PM - 07:00 PM)
This meeting will be held virtually.
Feb
9
Southeast Fellows Institute II
Feb 09, 2023 - Feb 10, 2023
-
(All Day Event)
Atlanta, GA
Class I, Session II
Feb
9
Arkansas Fellows Meeting
Feb 09, 2023
-
(01:00 PM - 05:00 PM)
Arkansas Community Foundation
5 Allied Drive, Suite 51110, Building 5, 11th Floor
Little Rock, AR
72201-2808
We look forward to seeing you in Little Rock!
Mar
1
2023 Annual Meeting
Mar 01, 2023 - Mar 05, 2023
-
(All Day Event)
Hilton New Orleans Riverside
2 Poydras St
New Orleans, LA
70130
1-504-561-0500
See you in New Orleans!
Mar
15
ALI CLE: Asset Protection Under the Corporate Transparency Act: What Estate Planners Need to Know
Mar 15, 2023
-
(12:00 PM - 01:30 PM)
Replay: Asset Protection Under the Corporate Transparency Act: What Estate Planners Need to Know.
Join ACTEC Fellows Gary L. Fletcher, Glenn G. Fox and Raj A. Malviya
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