Southeastern Trust Attends 2025 ACTEC Southern Regional Meeting

We were graciously invited to attend the 2025 Southern Regional Meeting, which was hosted by The American College of Trust and Estate Counsel (ACTEC) on May 2–4, 2025. Our team members attended the following topics, benefiting from a diverse range of subject matters throughout the weekend:

– Choppy Waters: Strategies for Navigating Conflict Between Fiduciaries and Beneficiaries by Lisa Helton, and Andrea Sinclair
– Beyond the Numbers: How the Enneagram Can Enhance Estate Planning and Trust Administration by Hunter Mobley
– From Quills to Quantum: Ethical Pitfalls in an AI-Powered Future by Bianca White
– Keeping up with the Modern Family: Estate Planning for Non-Traditional Family Structures by Stephanie Gamble
– Dangers Lurking in Our Governing Documents: Provisions Targeted by the IRS in the Context of Estate Planning by Sarah Johnston
– Succession: Issues at the Intersection of Business and Estate Planning by Professor Joan Heminway

Thank you to ACTEC for the opportunity to attend and for organizing such a valuable time of meeting.