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<div class="WordSection1">
<p class="MsoNormal"><a name="_Hlk200566495"><span style="font-size:12.0pt">Dear Committee Members,<o:p></o:p></span></a></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt"><o:p> </o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt">Below are links to access the materials for your Committee Meeting, and links of importance for the Summer Meeting.<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt"><o:p> </o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt">Committee Meeting Materials:<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"></span><a href="https://www.actec.org/meeting-materials/estate-and-gift-tax-montreal-canada-summer-2025/"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt">https://www.actec.org/meeting-materials/estate-and-gift-tax-montreal-canada-summer-2025/</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt"><o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt"><o:p> </o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt">Summer Meeting Resources:<o:p></o:p></span></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;margin-left:-12.75pt;margin-bottom:.0001pt;mso-add-space:auto;mso-list:l3 level1 lfo3">
<span style="mso-bookmark:_Hlk200566495"></span><a href="https://events.rdmobile.com/Events/Details/18589"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">Meeting Website</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%"><o:p></o:p></span></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:-12.75pt;margin-bottom:.0001pt;mso-add-space:auto;mso-list:l3 level1 lfo3">
<span style="mso-bookmark:_Hlk200566495"></span><a href="https://www.actec.org/event/2025-summer-meeting/"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">Committee Meeting & Professional Program Materials</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495">
(scroll to the bottom of the page)</span><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%"><o:p></o:p></span></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:-12.75pt;margin-bottom:.0001pt;mso-add-space:auto;mso-list:l3 level1 lfo3">
<span style="mso-bookmark:_Hlk200566495"></span><a href="https://www.actec.org/wp-content/uploads/2025/03/S25_SOE.pdf"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">Schedule</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">
(Print - PDF)<o:p></o:p></span></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:-12.75pt;margin-bottom:.0001pt;mso-add-space:auto;mso-list:l3 level1 lfo3">
<span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">For questions about Committee materials, please contact
</span></span><a href="mailto:Jocelyn.Moratzka@actec.org"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">Jocelyn Moratzka</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">,
ACTEC's Committees & CLE Program Coordinator<o:p></o:p></span></span></li><li class="MsoListParagraphCxSpLast" style="margin-bottom:0in;margin-left:-12.75pt;margin-bottom:.0001pt;mso-add-space:auto;mso-list:l3 level1 lfo3">
<span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">For Meeting support (and late registration), email:
</span></span><a href="mailto:Summer2025@actec.org"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">Summer2025@actec.org</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%"><o:p></o:p></span></span></li></ul>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt"><o:p> </o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt">Upcoming National Meeting Dates:<o:p></o:p></span></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;margin-left:-12.75pt;margin-bottom:.0001pt;mso-add-space:auto;mso-list:l1 level1 lfo6">
<span style="mso-bookmark:_Hlk200566495"></span><a href="https://www.actec.org/event/2025-fall-meeting/"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">2025 Fall Meeting</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">
- Monday, October 20 – Thursday, October 23, Austin, TX<o:p></o:p></span></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:-12.75pt;margin-bottom:.0001pt;mso-add-space:auto;mso-list:l1 level1 lfo6">
<span style="mso-bookmark:_Hlk200566495"></span><a href="https://www.actec.org/event/2026-annual-meeting/"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">2026 Annual Meeting</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">
- March 4 – 8, Tampa, FL<o:p></o:p></span></span></li><li class="MsoListParagraphCxSpLast" style="margin-bottom:0in;margin-left:-12.75pt;margin-bottom:.0001pt;mso-add-space:auto;mso-list:l1 level1 lfo6">
<span style="mso-bookmark:_Hlk200566495"></span><a href="https://www.actec.org/event/2026-summer-meeting/"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">2026 Summer Meeting</span></span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt;line-height:105%">
– June 24 – 28, Boston, MA<o:p></o:p></span></span></li></ul>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt"><o:p> </o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt">Regards,<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt"><o:p> </o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><span style="font-size:12.0pt">Chris</span></span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt">Chris Richards<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt">On-Site Support Specialist with Summit Business Technologies<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt">The American College of Trust and Estate Counsel (ACTEC)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt">901 15<sup>th </sup>St. NW, Suite 525, Washington, D.C. 20005<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt">202.684.8460 | </span><a href="mailto:chris.richards@actec.org"><span style="font-size:10.0pt;color:#0563C1">chris.richards@actec.org</span></a><span style="font-size:10.0pt"> |
</span><a href="http://actec.org/"><span style="font-size:10.0pt;color:#0563C1">actec.org</span></a><span style="font-size:10.0pt">
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<p class="MsoNormal">He, Him, His<o:p></o:p></p>
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