Skip to main content
Fellow Portal
Login
Site Search
Facebook
Twitter
Linkedin
Youtube
Menu
Menu
About Us
About ACTEC
Purposes
Leadership
History of ACTEC
Nomination to ACTEC
ACTEC Fellows Institutes
Affiliated Organizations
Code of Conduct
Ombudspersons
Commitment to Inclusion and Anti-Discrimination
Statement Condemning Violence Against AAPI
Statement Condemning Racism
ACTEC News
Press Room
Contact Us
Estate Planning
Estate Planning FAQs
Wills & Trusts
Assets & Taxes
Advance Medical Directives
Retirement Planning Legal Considerations
Probate
Special Needs
Estate Planning Video Library
Tangible Personal Property in Estate Planning
Funding Your Trust
Should I Serve as a Healthcare POA?
Should I Serve as Financial POA?
Should I Serve as a Trustee?
Should I Serve as an Executor?
Avoiding Elder Fraud
Managing Guns in Your Estate
Understanding Special Needs Trusts
Tips for Individuals Living Alone - Pt. 1
Tips for Individuals Living Along - Pt. 2
Initial Estate Planning Meeting
Common IRA Beneficiary Scenarios
Understanding Cryptocurrency in Estate Planning
Managing Digital Assets of Deceased / Disabled
529 Plan Pros and Cons
Prenuptial Agreement
Key Roles Involved in an Estate Plan
Can I Do a Will for Myself?
How to Talk with Your Family About Estate Planning
How to Pay for College for Grandchild
How to Talk With Parents About Estate Planning
Understanding Life Insurance Policy Ownership
Life Insurance Policies and Estate Planning
Estate Tax Returns
What is Estate Administration?
Postmortem Planning
Basics of Fiduciary Income Taxation
What is Portability for Estate and Gift Tax?
Exceptions to the Gift Tax
Pitfalls of DIY Estate Planning
Hiring an Attorney
How to Choose an Estate Planning Attorney
Alternatives to Guardianship
Supported Decision-Making
Co-Signer on your Bank Account
Inheritance and Estate Settlement
Common Ways to Title Your Home
Social Security Retirement Age and Benefits
Owning Property and Titling Assets
What is a Will and Why Do I Need One?
Gift Tax Exemption
Who Pays Taxes on a Gift?
What is a Prenuptial Agreement?
What is Community Property?
Motivating Heirs with an Incentive Trust
Gift Tax, the Annual Exclusion and Estate Planning
Estate Planning in the 2020 Election Year
Retiring Abroad
Estate Planning Considerations for Small Business
Utilizing Positive Psychology in Your Estate Plan
Can I Change My Irrevocable Trust?
Special Needs Trusts
Advance Medical Directives
Getting Your Affairs in Order
SECURE Act's Impact on Retirement Planning
Estate Planning for a Young Adult
Transferring Assets to a Minor Child
A Child's Right to Information When a Parent Dies
Coordinating Beneficiary Designations
Digital Assets in Life and Death
5 Reasons to Update Your Estate Plan
Setting Up Trusts for Children
Choosing an Executor or Trustee
Divorce and Estate Planning
Estate Planning Documents Following a Move
IRAs and IRA Beneficiaries
How Does a Revocable Trust Avoid Probate?
What is Joint Tenancy and When Should I Use It?
What Is Probate?
What is a Revocable Trust and do I need one?
Understanding Power of Attorney
ACTEC Publications
Professionals
Resources for Wealth Planning Professionals
Publications and Videos
Spouses Dividing Retirement Plan Assets
Impact of ERISA Preemption
SECURE Act
Charitable Giving
ACTEC Law Journal
Commentaries
Engagement Letters
Combating Money Laundering
Reprint Permission
Wealth Advisor Resources
Membership to ACTEC
Legislative and Regulatory Comments by ACTEC
ACTEC Trust and Estate Talk
ACTEC Fellows Institutes
ACTEC/ALI CLE
Job Board
Membership
Membership for US Attorneys
Academic or International Membership
Diversity Resources
Planning for a Diverse and Equitable Future
Blind Success: Hiring Visually Impaired Lawyers
Native American Tribal Court
Consejos Básicos en Planificación Paternal
Protecting Civil Liberties in America
Landmark Supreme Court Civil Rights Cases
Chronic Illness and Long COVID
Proposal to Repair Racial Wealth Disparity
"Fair Housing" & Opportunity Hoarding
Breaking the Glass Ceiling at ACTEC
Fight for Justice, Reparations and Bruce's Beach
Mentoring and Affinity Bars
Recognizing Religious Diversity
Legal Options for Individuals with Special Needs
Heirs Property
Black Farmers, Land Loss & Racial Economic Gap
Reparations and the Estate Tax
Systemic Racism in the Legal Profession
Gender Inequality in the Legal Profession
Cultural Competence in Estate Planning
Increasing Diversity in Legal Profession
Giving from the Heart
Wills, Slavery and Probate
Transgender? How to Change Your Legal Records
Economic Inequality in America
Students
Resources for T & E Associates and Law Students
ACTEC Publications & Videos
Becoming a Trust & Estate Lawyer
ACTEC Fellows Institutes
Student Writing Competition
Podcast Series
Resources for Law Professors
Sponsors
Become an ACTEC Sponsor
Tips for Sponsors
Future Meetings
Past Meetings Sponsors
ACTEC Store
ACTEC Foundation
Home
>
Meetings
Events
Events summary
Month view
Week view
View Calendar
MONTH
/
YEAR
January
February
March
April
May
June
July
August
September
October
November
December
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
Filter By:
-- All Schedules --
National
Regional
State
ACTEC/ALI CLE
ACTEC Fellows Institutes
Virtual
May 2023 Events
SUNDAY
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY
27
28
29
30
31
01
02
03
04
05
06
07
2023 Southeast Regional Meeting
2023 Southeast Regional Meeting
September 07, 2023-September 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
08
2023 Rocky Mountain Regional Meeting
2023 Rocky Mountain Regional Meeting
September 08, 2023-September 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.
2023 Mid-Atlantic Regional Meeting
2023 Mid-Atlantic Regional Meeting
September 08, 2023-September 10, 2023
All Day Event
The Sofitel Philadelphia
120 S 17th St
Philadelphia, PA , 19103
We look forward to seeing you in Philadelphia
2023 Southeast Regional Meeting
2023 Southeast Regional Meeting
September 07, 2023-September 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
09
2023 Rocky Mountain Regional Meeting
2023 Rocky Mountain Regional Meeting
September 08, 2023-September 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.
2023 Mid-Atlantic Regional Meeting
2023 Mid-Atlantic Regional Meeting
September 08, 2023-September 10, 2023
All Day Event
The Sofitel Philadelphia
120 S 17th St
Philadelphia, PA , 19103
We look forward to seeing you in Philadelphia
2023 Southeast Regional Meeting
2023 Southeast Regional Meeting
September 07, 2023-September 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
10
2023 Rocky Mountain Regional Meeting
2023 Rocky Mountain Regional Meeting
September 08, 2023-September 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.
2023 Mid-Atlantic Regional Meeting
2023 Mid-Atlantic Regional Meeting
September 08, 2023-September 10, 2023
All Day Event
The Sofitel Philadelphia
120 S 17th St
Philadelphia, PA , 19103
We look forward to seeing you in Philadelphia
2023 Southeast Regional Meeting
2023 Southeast Regional Meeting
September 07, 2023-September 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
11
12
13
14
ALI CLE Preventing Estate Litigation-Planning Tech
ALI CLE Preventing Estate Litigation: Planning Techniques That Work - Or Do They?
September 14, 2023
12:00 PM - 01:00 PM
Join ACTEC Fellows Christine Socha Czapek, Shane Kelley and Clary Redd
15
16
17
18
19
New Jersey Fellows Workshop
New Jersey Fellows Workshop
September 19, 2023
05:15 PM - 07:00 PM
New Jersey Law Center
One Constitution Square
New Brunswick, NJ , 08901
This meeting is in person only.
20
21
Utah ACTEC Fellows Luncheon
Utah ACTEC Fellows Luncheon
September 21, 2023
12:00 PM - 01:00 PM
95 South State, Suite 2300
Salt Lake City, UT , 84111
Join us for lunch!
Minnesota Fellows Fall Happy Hour
Minnesota Fellows Fall Happy Hour
September 21, 2023
04:00 PM - 06:00 PM
Okabena Company
80 S 8th St
Minneapolis, MN , 55402
We look forward to seeing everyone!
22
23
24
25
26
27
ALI CLE: Marital Deduction Planning Tips and Traps
ALI CLE: Marital Deduction Planning: Tips and Traps
September 27, 2023
12:00 PM - 01:00 PM
Join ACTEC Fellow Barbara Sloan
ACTEC Fellows Dinner
Virginia ACTEC Fellows Dinner
September 27, 2023
06:45 PM - 10:00 PM
The Country Club of Virginia
6031 Saint Andrews Lane
Richmond, VA , 23226
Sponsored by Bessemer Trust.
28
Southeast Fellows Institute Class II, Session I
Southeast Fellows Institute Class II, Session I
September 28, 2023-September 29, 2023
All Day Event
Charlotte, NC ,
Class II, Session I
29
Southeast Fellows Institute Class II, Session I
Southeast Fellows Institute Class II, Session I
September 28, 2023-September 29, 2023
All Day Event
Charlotte, NC ,
Class II, Session I
30
Close