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<p class="MsoNormal"><a name="_Hlk200566495">Dear Committee Members,<o:p></o:p></a></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495">We look forward to seeing you this week in Boston. The materials for your Estate and Gift Tax Committee Meeting are linked below, along with other links of importance for the Summer Meeting.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495">Committee Meeting Materials:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"></span><a href="https://www.actec.org/meeting-materials/estate-and-gift-tax-boston-ma-summer-2026/"><span style="mso-bookmark:_Hlk200566495">https://www.actec.org/meeting-materials/estate-and-gift-tax-boston-ma-summer-2026/</span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495">Annual Meeting Resources:<o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="margin-left:-12.75pt;mso-list:l3 level1 lfo3"><span style="mso-bookmark:_Hlk200566495"><a name="_Hlk210940283"></a></span><a href="https://events.rdmobile.com/Events/Details/20294"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283">Meeting
Website</span></span><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283"></span></span></a><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283"><o:p></o:p></span></span></li><li class="MsoNormal" style="margin-left:-12.75pt;mso-list:l3 level1 lfo3"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283"></span></span><a href="https://www.actec.org/event/2026-summer-meeting/"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283">Committee
Meeting & Professional Program Materials</span></span><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283"></span></span></a><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283"> (scroll to the bottom
of the page)<o:p></o:p></span></span></li><li class="MsoNormal" style="margin-left:-12.75pt;mso-list:l3 level1 lfo3"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283"></span></span><a href="https://www.actec.org/wp-content/uploads/2026/03/S26_SOE.pdf"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283">Schedule</span></span><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283"></span></span></a><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk210940283">
(Print - PDF)<o:p></o:p></span></span></li><span style="mso-bookmark:_Hlk210940283"></span>
<li class="MsoNormal" style="margin-left:-12.75pt;mso-list:l3 level1 lfo3"><span style="mso-bookmark:_Hlk200566495">For questions about Committee materials, please contact
</span><a href="mailto:Jocelyn.Moratzka@actec.org"><span style="mso-bookmark:_Hlk200566495">Jocelyn Moratzka</span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495">, ACTEC's Committees & CLE Program Manager<o:p></o:p></span></li><li class="MsoNormal" style="margin-left:-12.75pt;mso-list:l3 level1 lfo3"><span style="mso-bookmark:_Hlk200566495">For Meeting support (and late registration), email:
</span><a href="mailto:Summer2026@actec.org"><span style="mso-bookmark:_Hlk200566495">Summer2026@actec.org</span><span style="mso-bookmark:_Hlk200566495"></span></a><span style="mso-bookmark:_Hlk200566495"><o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495">Upcoming National Meeting Dates:<o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="margin-left:-12.75pt;mso-list:l0 level1 lfo6"><span style="mso-bookmark:_Hlk200566495"><a name="_Hlk232074693"></a></span><a href="https://www.actec.org/event/2026-fall-meeting/"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693">2026
Fall Meeting</span></span><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693"></span></span></a><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693"> – October 15 – 18, Denver, CO<o:p></o:p></span></span></li><li class="MsoNormal" style="margin-left:-12.75pt;mso-list:l0 level1 lfo6"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693"></span></span><a href="https://www.actec.org/event/2027-annual-meeting/"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693">2027
Annual Meeting</span></span><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693"></span></span></a><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693"> – February 28 – March 4, Wailea, HI<o:p></o:p></span></span></li><li class="MsoNormal" style="margin-left:-12.75pt;mso-list:l0 level1 lfo6"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693"></span></span><a href="https://www.actec.org/event/2027-summer-meeting/"><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693">2027
Summer Meeting</span></span><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693"></span></span></a><span style="mso-bookmark:_Hlk200566495"><span style="mso-bookmark:_Hlk232074693"> – June 9 – 13, Pittsburgh, PA
<o:p></o:p></span></span></li></ul>
<span style="mso-bookmark:_Hlk232074693"></span>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495">Regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk200566495">Chris</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt"><o:p> </o:p></span></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">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal">He, Him, His<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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