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<p class="MsoNormal">Dear Committee Members,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We look forward to seeing you next week in Denver. The materials for your meeting are linked below, along with other links of importance for the Fall Meeting.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Committee Meeting Materials:<o:p></o:p></p>
<p class="MsoNormal"><a href="https://www.actec.org/meeting-materials/estate-and-gift-tax-denver-co-fall-2026/">https://www.actec.org/meeting-materials/estate-and-gift-tax-denver-co-fall-2026/</a>
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Meeting Resources:<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;margin-left:-12.75pt;mso-add-space:auto;mso-list:l1 level1 lfo3">
<a name="_Hlk210940283"></a><a href="https://events.rdmobile.com/Events/Details/20683"><span style="mso-bookmark:_Hlk210940283"><span style="font-size:12.0pt;line-height:105%">Meeting Website</span></span><span style="mso-bookmark:_Hlk210940283"></span></a><span style="mso-bookmark:_Hlk210940283"><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;mso-add-space:auto;mso-list:l1 level1 lfo3">
<span style="mso-bookmark:_Hlk210940283"></span><a href="https://www.actec.org/event/2026-fall-meeting/"><span style="mso-bookmark:_Hlk210940283"><span style="font-size:12.0pt;line-height:105%">Committee Meeting & Professional Program Materials</span></span><span style="mso-bookmark:_Hlk210940283"></span></a><span style="mso-bookmark:_Hlk210940283">
(scroll to the bottom of the page)</span><span style="mso-bookmark:_Hlk210940283"><span style="font-size:12.0pt;line-height:105%"><o:p></o:p></span></span></li><span style="mso-bookmark:_Hlk210940283"></span>
<li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:-12.75pt;mso-add-space:auto;mso-list:l1 level1 lfo3">
<a href="https://www.actec.org/wp-content/uploads/2026/07/F26_SOE.pdf"><span style="font-size:12.0pt;line-height:105%">Schedule</span></a><span style="font-size:12.0pt;line-height:105%"> (Print - PDF)<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:-12.75pt;mso-add-space:auto;mso-list:l1 level1 lfo3">
<span style="font-size:12.0pt;line-height:105%">For questions about Committee materials, please contact
</span><a href="mailto:Jocelyn.Moratzka@actec.org"><span style="font-size:12.0pt;line-height:105%">Jocelyn Moratzka</span></a><span style="font-size:12.0pt;line-height:105%">, ACTEC's Committees and Education Manager<o:p></o:p></span></li><li class="MsoListParagraphCxSpLast" style="margin-bottom:0in;margin-left:-12.75pt;mso-add-space:auto;mso-list:l1 level1 lfo3">
<span style="font-size:12.0pt;line-height:105%">For meeting support (and late registration), email:
</span><a name="_Hlk241761227"></a><a href="mailto:Fall2026@actec.org"><span style="mso-bookmark:_Hlk241761227"><span style="font-size:12.0pt;line-height:105%">Fall2026@actec.org</span></span><span style="mso-bookmark:_Hlk241761227"></span></a><span style="mso-bookmark:_Hlk241761227"></span><span style="font-size:12.0pt;line-height:105%"><o:p></o:p></span></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Upcoming National Meeting Dates:<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;margin-left:-12.75pt;mso-add-space:auto;mso-list:l0 level1 lfo6">
<a name="_Hlk241761240"></a><a name="_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"></span></a><a href="https://www.actec.org/event/2027-annual-meeting/"><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"><span style="font-size:12.0pt;line-height:105%">2027
Annual Meeting</span></span></span><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"></span></span></a><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"><span style="font-size:12.0pt;line-height:105%">
– February 28 – March 4, Wailea, HI<o:p></o:p></span></span></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:-12.75pt;mso-add-space:auto;mso-list:l0 level1 lfo6">
<span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"></span></span><a href="https://www.actec.org/event/2027-summer-meeting/"><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"><span style="font-size:12.0pt;line-height:105%">2027
Summer Meeting</span></span></span><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"></span></span></a><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"><span style="font-size:12.0pt;line-height:105%">
– June 9 – 13, Pittsburgh, PA <o:p></o:p></span></span></span></li><li class="MsoListParagraphCxSpLast" style="margin-bottom:0in;margin-left:-12.75pt;mso-add-space:auto;mso-list:l0 level1 lfo6">
<span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"></span></span><a href="https://www.actec.org/event/2027-fall-meeting/"><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"><span style="font-size:12.0pt;line-height:105%">2027
Fall Meeting</span></span></span><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"></span></span></a><span style="mso-bookmark:_Hlk232074693"><span style="mso-bookmark:_Hlk241761240"><span style="font-size:12.0pt;line-height:105%">
– October 14 – 17, Colorado Springs, CO</span></span></span><span style="mso-bookmark:_Hlk241761240"><span style="font-size:12.0pt;line-height:105%"><o:p></o:p></span></span></li></ul>
<span style="mso-bookmark:_Hlk241761240"></span>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Regards,<o:p></o:p></p>
<p class="MsoNormal">Jocelyn<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;mso-ligatures:none">Jocelyn Moratzka, Manager, Committees and Education<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;mso-ligatures:none">The American College of Trust and Estate Counsel (ACTEC)</span><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;mso-ligatures:none">901 15<sup>th
</sup>St. NW, Suite 525, Washington, D.C. 20005</span><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;mso-ligatures:none">(202) 998-2236 |
</span><a href="mailto:jocelyn.moratzka@actec.org"><span style="font-size:8.0pt;color:blue;mso-ligatures:none">jocelyn.moratzka@actec.org</span></a><u><span style="font-size:8.0pt;color:blue;mso-ligatures:none">
</span></u><span style="font-size:8.0pt;mso-ligatures:none">| </span><a href="https://www.actec.org/"><span style="font-size:8.0pt;color:blue;mso-ligatures:none">actec.org</span></a><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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