Events

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Current Events:

Jan

21
- ALI CLE: Doing Good Without Getting Harmed:An Estate Planner's Guide to Private Foundations
  Jan 21, 2021 - (12:00 PM - 01:30 PM)
  
  Join ACTEC Fellows Reynolds T. Cafferata and Neil T. Kawashima
Jan

22
- PA Fellows Virtual Meeting January 2021
  Jan 22, 2021 - (09:00 AM - 11:00 AM)
  
  Meeting to engage in conversation, share tips or horror stories, discuss potential changes to the law
Jan

29
- VA Fellow Virtual Meeting
  Jan 29, 2021 - (12:00 PM - 01:00 PM)
  
  Via Zoom
Feb

2
- New Jersey Fellows February Workshop
  Feb 02, 2021 - (05:00 PM - 07:20 PM)
  
  We look forward to connecting with you!

Looking Forward:

Feb

4
- ACTEC Washington Study Group Meeting February 2021
  Feb 04, 2021 - (12:00 PM - 01:30 PM)
  
  More Information about this online event will be posted closer to the event date.
Feb

4
- ALI CLE: The Senate Went Blue, What Should Estate Planners Do?
  Feb 04, 2021 - (12:00 PM - 01:30 PM)
  
  Join ACTEC Fellows Steve Akers, Beth Shapiro Kaufman and Christine Quigley
Feb

9
- ALI CLE: The Senate Went Blue, What Should Estate Planners Do? (Replay)
  Feb 09, 2021 - (12:00 PM - 01:30 PM)
  
  Join ACTEC Fellows Steve Akers, Beth Shapiro Kaufman and Christine Quigley
Mar

1
- 2021 Virtual Annual Meeting
  Mar 01, 2021 - Mar 12, 2021 - (All Day Event)
  
  This meeting has been changed to a virtual meeting running from March 1 – 12, 2021
Mar

25
- ALI CLE: More than Just Creditor Protection: Practical Uses of Domestic Asset Protection Trusts
  Mar 25, 2021 - (12:00 PM - 01:30 PM)
  
  Join ACTEC Fellows Amy Kanyuk, George Karibjanian, and Ed Morrow
Apr

1
- ACTEC Washington Study Group Meeting April 2021
  Apr 01, 2021 - (12:00 PM - 01:30 PM)
  
  More Information about this online event will be posted closer to the event date.
Apr

16
- 2021 Southern Regional Meeting
  Apr 16, 2021 - Apr 18, 2021 - (All Day Event)
  
  Ritz Carlton New Orleans
  921 Canal Street
  New Orleans, LA
  70112
  (504) 524-1331
  
  ACTEC considers the health and safety of meeting attendees first and will continue to monitor recommendations, requirements, and restrictions around conducting face-to-face events.
Apr

30
- 2021 Heart of America Regional Meeting
  Apr 30, 2021 - May 02, 2021 - (All Day Event)
  
  Loews Hotel Kansas City
  1515 Wyandotte Street
  Kansas City, MO
  64108
  
  ACTEC considers the health and safety of meeting attendees first and will continue to monitor recommendations, requirements, and restrictions around conducting face-to-face events.
May

6
- ACTEC Washington Study Group Meeting May 2021
  May 06, 2021 - (12:00 PM - 01:30 PM)
  
  More Information about this online event will be posted closer to the event date.
Jun

3
- ACTEC Washington Study Group Meeting June 2021
  Jun 03, 2021 - (12:00 PM - 01:30 PM)
  
  More Information about this online event will be posted closer to the event date.
Jun

9
- Texas Fellows Meeting
  Jun 09, 2021 - Jun 11, 2021 - (06:30 PM - 09:30 PM)
  
  The Westin Galleria Houston
  5060 West Alabama
  Houston, TX
  77056
  
  More Information about this event will be posted closer to the event date.
  Please check back for a confirmed time.
Jun

17
- 2021 Summer Meeting
  Jun 17, 2021 - Jun 20, 2021 - (All Day Event)
  
  Fairmont Royal York
  100 Front Street W
  Toronto, ON
  
  CLE Stand-Alone Program June 16-17)
Jul

1
- ACTEC Washington Study Group Meeting July 2021
  Jul 01, 2021 - (12:00 PM - 01:30 PM)
  
  Tentative: Please check back for a confirmed date and time.
Jul

21
- 2021 Florida Fellows Meeting
  Jul 21, 2021 - (11:00 AM - 08:00 PM)
  
  The Breakers Palm Beach
  1 S County Rd.
  Palm Beach, FL
  33480
  
  We look forward to seeing everyone in person
Aug

5
- ACTEC Washington Study Group Meeting August 2021
  Aug 05, 2021 - (12:00 PM - 01:30 PM)
  
  More Information about this online event will be posted closer to the event date.
Aug

26
- Heart of America Fellows Institute Session I
  Aug 26, 2021 - Aug 27, 2021 - (All Day Event)
  
  St. Louis, MO
  
  Session I
Sep

2
- ACTEC Washington Study Group Meeting September 2021
  Sep 02, 2021 - (12:00 PM - 01:30 PM)
  
  Tentative: Please check back for a confirmed date and time.
Sep

9
- 2021 Southeast Regional Meeting
  Sep 09, 2021 - Sep 12, 2021 - (All Day Event)
  
  The Greenbrier
  101 W Main St
  White Sulphur Springs, WV
  24986
  
  ACTEC considers the health and safety of meeting attendees first and will continue to monitor recommendations, requirements, and restrictions around conducting face-to-face events.
Sep

10
- 2021 Mid Atlantic Regional Meeting
  Sep 10, 2021 - Sep 12, 2021 - (All Day Event)
  
  The Willard InterContinental
  1401 Pennsylvania Avenue Nw
  Washington, DC
  20004
  
  ACTEC considers the health and safety of meeting attendees first and will continue to monitor recommendations, requirements, and restrictions around conducting face-to-face events.
Sep

10
- 2021 Rocky Mountain Regional Meeting
  Sep 10, 2021 - Sep 12, 2021 - (All Day Event)
  
  Hotel Chaco
  2000 Bellamah Ave. NW
  Albuquerque, NM
  87104
  
  ACTEC considers the health and safety of meeting attendees first and will continue to monitor recommendations, requirements, and restrictions around conducting face-to-face events.
Sep

23
- Florida Fellows Institute Session I
  Sep 23, 2021 - Sep 24, 2021 - (All Day Event)
  
  Boca Raton, FL
  
  Session I
Sep

30
- Mid-Atlantic Institute Session I
  Sep 30, 2021 - Oct 01, 2021 - (All Day Event)
  
  Washington, DC
  
  Session I
Sep

30
- Southeast Institute Session I
  Sep 30, 2021 - Oct 01, 2021 - (All Day Event)
  
  Charlotte, NC
  
  Session I
Oct

7
- 2021 Fall Meeting
  Oct 07, 2021 - Oct 10, 2021 - (All Day Event)
  
  Hyatt Regency Denver at Colorado Convention Center
  650 15th Street
  Denver, CO
  80202
  
  See you in Colorado
Oct

7
- ACTEC Washington Study Group Meeting October 2021
  Oct 07, 2021 - (12:00 PM - 01:30 PM)
  
  More Information about this online event will be posted closer to the event date.
Oct

21
- Heart of America Fellows Institute Session II
  Oct 21, 2021 - Oct 22, 2021 - (All Day Event)
  
  Tulsa, OK
  
  Session II
Nov

4
- New England Institute Session I
  Nov 04, 2021 - Nov 05, 2021 - (All Day Event)
  
  Newton, MA
  
  Session I
Nov

4
- ACTEC Washington Study Group Meeting November 2021
  Nov 04, 2021 - (12:00 PM - 01:30 PM)
  
  Tentative: Please check back for a confirmed date and time.
Nov

5
- 2021 California Fellows Meeting
  Nov 05, 2021 - Nov 07, 2021 - (All Day Event)
  
  Silverado Resort and Spa
  1600 Atlas Peak Road
  Napa Valley, CA
  94558
  (844) 421-6474
  
  ACTEC considers the health and safety of meeting attendees first and will continue to monitor recommendations, requirements, and restrictions around conducting face-to-face events.
Nov

11
- Mid-Atlantic Institute Session II
  Nov 11, 2021 - Nov 12, 2021 - (All Day Event)
  
  Wilmington, DE
  
  Part II
Dec

2
- Heart of America Fellows Institute Session III
  Dec 02, 2021 - Dec 03, 2021 - (All Day Event)
  
  Kansas City, MO
  
  Session III
Dec

2
- ACTEC Washington Study Group Meeting December 2021
  Dec 02, 2021 - (12:00 PM - 01:30 PM)
  
  More Information about this online event will be posted closer to event date.
Feb

3
- Southeast Institute Session II
  Feb 03, 2022 - Feb 04, 2022 - (All Day Event)
  
  Atlanta, GA
  
  Session II
Feb

10
- New England Institute Session II
  Feb 10, 2022 - Feb 11, 2022 - (All Day Event)
  
  Newton, MA
  
  Session II
Feb

24
- Florida Fellows Institute Session II
  Feb 24, 2022 - Feb 25, 2022 - (All Day Event)
  
  Tampa, FL
  
  Session II
Mar

9
- 2022 Annual Meeting
  Mar 09, 2022 - Mar 13, 2022 - (All Day Event)
  
  Manchester Grand Hyatt San Diego
  1 Market Place
  San Diego, CA
  92101
  1-619-232-1234
  
  See you in San Diego
Apr

7
- Mid-Atlantic Institute Session III
  Apr 07, 2022 - Apr 08, 2022 - (All Day Event)
  
  Princeton, NJ
  
  Part III
Apr

28
- New England Institute Session III
  Apr 28, 2022 - Apr 29, 2022 - (All Day Event)
  
  Newton, MA
  
  Session III
May

6
- Florida Fellows Institute Session III
  May 06, 2022 - May 07, 2022 - (All Day Event)
  
  Orlando, FL
  
  Session III
May

12
- Southeast Institute Session III
  May 12, 2022 - May 13, 2022 - (All Day Event)
  
  Richmond, VA
  
  Session III
Jun

23
- 2022 Summer Meeting
  Jun 23, 2022 - Jun 26, 2022 - (All Day Event)
  
  Fairmont Banff Springs
  405 Spray Avenue
  Banff, AB
  T1L-1J4
  
  (CLE Stand-Alone Program June 22-23)
Nov

3
- 2022 Fall Meeting
  Nov 03, 2022 - Nov 06, 2022 - (All Day Event)
  
  Fairmont San Francisco
  950 Mason Street
  San Francisco,, CA
  94108
  
  See you in San Francisco,
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
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
  
  (CLE Stand-Alone Program June 21-22)
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.

Past Events:

Dec

16
- ALI CLE: Current Developments
  Dec 16, 2020 - (12:00 PM - 01:30 PM)
  
  Join ACTEC Fellows Turney Berry, Barbara Sloan, and Rebecca Wallenfelsz
Jan

7
- ACTEC Washington Study Group Meeting January 2021
  Jan 07, 2021 - (12:00 PM - 01:30 PM)
  
  More Information about this online event will be posted closer to the event date.

View All

Events

January 2021 Events

Current Events:

Looking Forward:

Past Events: