2017 Annual Meeting Preliminary Schedule of Events
The Phoenician - Scottsdale, Arizona • March 8 – 12, 2017
Wednesday, March 8
8:00 am – 12:00 pm
Executive Committee* (Breakfast)
1:00 pm – 3:30 pm
12:00 pm – 1:00 pm
Substantive Chairs, Vice Chairs,
and Executive Committee* (Lunch)
Professional Responsibility Committee
(Lunch)
3:30 pm – 5:00 pm
State Chairs Steering Committee*
1:00 pm – 3:30 pm
Asset Protection Committee
3:30 pm – 6:00 pm
Estate and Gift Tax Committee
1:00 pm – 3:30 pm
Long Range Planning Committee*
3:30 pm – 6:00 pm
Nominating Committee*
3:30 pm – 5:00 pm
Communications Committee
5:15 pm – 5:45 pm
3:30 pm– 5:00 pm
Sponsorship Advisory Committee*
New Fellows and First-Time Attendees
Q&A Session
Practice Committee & Subcommittees
5:45 pm – 6:30 pm
6:30 pm – 9:00 pm
Committee Members Reception and
Dinner (By invitation)
Northern Trust is pleased to sponsor this
event.
New Fellows and First-Time Attendees
Reception (By invitation)
Bonhams is pleased to sponsor this event.
6:30 pm – 7:30 pmACTEC Foundation Silent Auction
Reception
7:30 pm – 9:00 pm President's Welcome Dinner
Atlantic Trust and FMV Opinions, Inc.,
are pleased to co-sponsor this event.
9:00 pm – 11:00 pm
After Hours Reception
Glenmede and South Dakota Trust
Company LLC are pleased to co-sponsor
this event.
Thursday, March 9
6:45 am – 8:00 am
New Fellows Hike
Wilmington Trust is pleased to sponsor
this event.
8:00 am – 9:00 am
Administrative Chairs, Vice Chairs,
and Executive Committee* (Breakfast)
8:00 am – 10:30 am
Fiduciary Income Tax Committee
8:00 am – 10:30 am
Technology in the Practice Committee
Friday, March 10
7:00 am – 9:00 am
7:45 am
9:00 am – 10:00 am Site Selection Committee*
9:00 am – 5:00 pmMembership Selection Committee*
(Lunch)
10:30 am – 1:00 pm
Business Planning Committee
10:30 am – 1:00 pm
Program Committee*
1:00 pm – 2:30 pm
New
Fellows Steering Committee*
(Lunch)
1:00 pm – 3:30 pm
Transfer Tax Study Committee (Lunch)
Ashar Group-Life Insurance Valuation & Life Settlements is
pleased to sponsor WIFI service.
Bessemer Trust and Leslie Hindman Auctioneers are
pleased to co-sponsor the Meeting App.
Rockefeller & Co. is pleased to sponsor an event.
* Committee meetings closed to visitors.
Opening Breakfast and
Annual Business Meeting
Bessemer Trust is pleased to sponsor
this event.
8:30 am – 10:00 am
Seminars
A, B, C
Wilmington Trust is pleased to sponsor
this event.
8:30 am – 9:30 am
Spouse Program: Native Spirit Lecture
10:15 am – 11:45 am Symposium I
12:00 pm – 5:00 pm
Golf Tournament with Boxed Lunch
Abbot Downing is pleased to sponsor
this event.
Citi Private Bank is pleased to sponsor the Meeting Brochure.
SRR is pleased to sponsor coffee breaks and beverage service.
Tour sponsors include Bonhams; ITM TwentyFirst; Life Audit
Professionals, LLC; Lifespring Financial, Inc.; and Sterling
Foundation Management, LLC.
December 2016 Page 1
2017 Annual Meeting Preliminary Schedule of Events
The Phoenician - Scottsdale, Arizona • March 8 – 12, 2017
Friday, March 10 (continued)
Saturday, March 11
12:00 pm – 2:30 pm
ACTEC Foundation (Lunch)
6:30 am – 7:45 am
John L. Sullivan 5k Fun Run/Walk
12:00 pm – 2:30 pm
Elder Law Committee (Lunch)
7:00 am – 9:00 am
Breakfast Buffet
12:00 pm – 2:30 pm
Employee
Benefits Committee
(Lunch)
1:00 pm – 5:00 pm
Tennis
Tournament
Willamette Management Associates is
pleased to sponsor this event.
8:00 am – 9:30 am Seminars D, E, F
Wilmington Trust is pleased to sponsor
this event.
1:00 pm – 2:30 pm
ULC Update and Discussion
2:30 pm – 3:20 pm
Audit Committee*
2:30 pm– 4:00 pm
Diversity and Inclusivity Committee
2:30 pm – 5:00 pm
Charitable Planning Committee
8:30 am – 9:45 am
Books After Breakfast: Loving Frank
a Novel by Nancy Horan
Life Audit Professionals, Inc. is pleased
to sponsor this event.
Trachtman Lecture
Fiduciary Trust Company International
is pleased to sponsor this event.
11:30 am – 1:00 pm
Bylaws
and Manual Committee
(Lunch)
2:30 pm– 5:00 pm
Digital Property Task Force
3:20 pm – 4:10 pm
Joint Audit & Financial Management
Committee*
11:30 am – 2:00 pm
FATF Task Force (Lunch)
11:30 am – 2:00 pm
State Laws Committee (Lunch)
International Membership Committee*
12:00 pm – 1:30 pm
4:00 pm– 5:00 pm
Special Presentation for Fellows and
Guests: The 1846 Will of John Sutton
presented by Terrence M. Franklin
Past Presidents’ Spouses’ Lunch
(By invitation)
1:00 pm – 2:00 pm
Joint ACTEC/NCPJ Task Force*
2:00 pm – 3:30 pm
Symposium II
3:45 pm – 6:15 pm
Fiduciary Litigation Committee
4:10 pm – 5:00 pm
Financial Management Committee*
5:30 pm – 6:15 pm
Sponsor Recognition Reception
(By invitation)
Past Presidents’ Reception and
Dinner (By invitation)
Dinner At Leisure
9:00 pm –11:00 pm
After Hours Reception
Glenmede and South Dakota Trust
Company LLC are pleased to co-sponsor
this event.
Ashar Group-Life Insurance Valuation & Life Settlements is
pleased to sponsor WIFI service.
Bessemer Trust and Leslie Hindman Auctioneers are
pleased to co-sponsor the Meeting App.
Rockefeller & Co. is pleased to sponsor an event.
* Committee meetings closed to visitors.
3:45 pm – 6:15 pmInternational Estate Planning
Committee
3:45 pm – 6:15 pm
Legal Education Committee
6:15 pm –7:00 pm
Farewell Reception
Empire Valuation Consultants and
Sotheby’s are pleased to co-sponsor this
event.
7:00 pm–11:00 pm
50th Anniversary Dinner Dance
Empire Valuation Consultants and
Sotheby’s are pleased to co-sponsor this
event.
Citi Private Bank is pleased to sponsor the Meeting Brochure.
SRR is pleased to sponsor coffee breaks and beverage service.
Tour sponsors include Bonhams; ITM TwentyFirst; Life Audit
Professionals, LLC; Lifespring Financial, Inc.; and Sterling
Foundation Management, LLC.
December 2016 Page 2
2017 Annual Meeting Preliminary Schedule of Events
The Phoenician - Scottsdale, Arizona • March 8 – 12, 2017
Sunday, March 12
7:00 am – 9:00 am Breakfast Buffet
8:00 am – 9:30 am Hot Topics
9:45 am – 11:15 am Seminars G, H, I
Wilmington Trust is pleased to sponsor
this event.
11:30 am – 12:30 pm State Chairs Elect Orientation*
12:30 pm– 2:30 pm
State Chairs and State Chairs-Elect (Lunch)
2:30 pm – 5:30 pm
Board of Regents Meeting
6:15 pm – 9:00 pmBoard of Regents, Past Presidents, and
State Chairs Reception and Dinner
(By invitation)
Christie’s is pleased to sponsor this event.
Ashar Group-Life Insurance Valuation & Life Settlements is
pleased to sponsor WIFI service.
Bessemer Trust and Leslie Hindman Auctioneers are
pleased to co-sponsor the Meeting App.
Rockefeller & Co. is pleased to sponsor an event.
* Committee meetings closed to visitors.
Citi Private Bank is pleased to sponsor the Meeting Brochure.
SRR is pleased to sponsor coffee breaks and beverage service.
Tour sponsors include Bonhams; ITM TwentyFirst; Life Audit
Professionals, LLC; Lifespring Financial, Inc.; and Sterling
Foundation Management, LLC.
December 2016 Page 3