2016 SUMMER MEETING
The Westin Copley Place | Boston, Massachusetts
Thursday, June 16 – Sunday, June 19, 2016
(CLE Stand-Alone Program June 15 – 16)
REGISTRATION
Separate fees are required to attend the CLE
Stand-Alone Program and Summer Seminar which
are open to fellows and sponsors only. Register
online or complete and return the enclosed meeting
registration form.
CLE Stand-Alone Program
Early-Bird Discount
(Fellows and Sponsors Only)
“Step Up to the Plate” — Boot Camp on Fiduciary
Income Tax
Wednesday, June 15
Thursday, June 16
1:00 pm – 5:00 pm
8:00 am – 12:00 pm
Registration Fee
Online Materials
Print Materials
One Day
$ 200
$ 250
Meeting Registration Fees
Two Days
$ 400
$ 450
(For Stand-Alone Program details, see pages 10 – 11.)
Summer Seminar
(Fellows and Sponsors Only)
The Hats ACTEC Fellows Now Wear And May
Wear In The Future
Saturday, June 18
8:00 am – 12:00 pm
$ 225
$ 275
(For Seminar details, see page 12 – 13.)
CONTENTS
PAGE
CLE Stand-Alone Program, Summer Seminar,
and Meeting Registration 4
Hotel
5
Map of Boston
6
7 – 9
CLE Stand-Alone Program
10 – 11
Summer Seminar
12 – 13
Special Events
14 – 15
Tours
16 – 22
Future Meetings
2
2 – 3
Travel
Schedule of Events
Fellows
$ 375
Academic Fellows
$ 275
Spouses and adult guests (ages 19+)
$ 250
Teens (ages 13 –18)
$ 75
Children (ages 5 –12)
$ 50
Registration Deadline: Friday, June 3
Meeting registration fees include: meeting registration
costs, the President’s Welcome Dinner Friday evening and
breakfast on Friday, Saturday, and Sunday.
All meeting attendees are required to pay the meeting
registration fee, including those who plan to attend a
committee meeting and/or seminar only. The meeting
registration fee is also required for spouses and guests who
plan to participate in any events or tours.
Registration Fee
Online materials
Print materials
ACTEC Fellows, spouses, and adult family
members receive a $100 early-bird discount (teens
and children $25) for registrations received by or
postmarked on or before Friday, May 20.
Inside Back Cover
The meeting registration fee will be waived for professional
program speakers (but not for their spouses, guests, or
children where required.) Fellows elected to ACTEC in
October 2015 (Monterey, CA), or March 2016 (Las Vegas,
NV) are entitled to waive the registration fee for either the
2016 Summer Meeting or the 2016 Fall Meeting. Please
indicate eligibility on the meeting registration form.
Registration Deadline: Friday, June 3
Meeting Registration Online
Fellows may register for the meeting, stand-alone program,
and summer seminar and pay by credit card online. Visit
http://www.actec.org/events/2016-summer-meeting/ (you
will be prompted to login.) To obtain a user name and
password, email chris.richards@actec.org.
Meeting Registration by Email
Complete the meeting registration forms, including
payment details, and email to summer2016@actec.org.
Meeting Registration by Mail
Complete the meeting registration forms, including
payment details and mail to:
The American College of Trust and Estate Counsel
2016 Summer Meeting
901 15th Street, NW, Suite 525
Washington, DC 20005
Late Meeting Registration
Meeting registrations received by ACTEC after the
deadline will be charged an additional $ 50 per person.
Meeting attendees may register onsite after the registration
deadline.
Meeting Registration Reductions or
Refunds
No reductions or refunds are available to meeting
attendees who do not participate in special events or
activities included in the meeting registration fee.
Tour Registration
Meeting attendees must register to participate in tours and
additional fees apply. Tour registrations received after June
3, the registration deadline, will be charged an additional
$ 10 per tour, per person. Advance tour registration is
recommended as tours are capped at a maximum number
of participants, and many sell out early.
Tour Cancellations
Tour registration fees are refundable in full if canceled
by the registration deadline. Refunds will not be issued
after the deadline unless the tour reservation can be
resold. A $ 10 service fee applies to resold tours. Tour
registration fees will be refunded if the minimum number
of participants required to operate a tour is not met, and
the tour is canceled. If the number of participants exceeds
the maximum number of participants permitted, fees for
overbooked participants will be refunded.
Meeting Cancellations
Meeting cancellations and registration fee refund requests
must be submitted in writing to ACTEC before the
registration deadline at summer2016@actec.org.
A $ 100 per person cancellation fee will be deducted from
the refund (not to exceed $ 200 per family).
Please contact the hotel directly for guest room
cancellations.
3
TRAVEL
Air, Train, or Car
Ground Transportation
(Boston) Logan International Airport (BOS) is located 9.5
miles from the Westin Copley Place (5.5 miles via toll road.)
Shuttle: Airport shuttle or shared van service is provided
by major companies including Go Airport Shuttle and
SuperShuttle. Current fare from BOS to Copley Place is
approximately $ 17 one way.
Approximately 40 airlines serve Boston and it is a primary
hub for American Airlines, Delta, and JetBlue Airways.
Amtrak rail service connects Boston, New York,
Washington, D.C., Philadelphia, Baltimore, Portland (ME)
and other points nationwide. Amtrak trains depart from
South Station (Red Line), Back Bay Station (Orange Line)
and North Station (Green and/or Orange Line)
1-800-USA-RAIL (1-800-872-7245).
Amtrak’s high-speed train Acela provides fast service
along the Northeast Corridor High-Speed Rail between
Washington, New York and Boston.
Boston’s Commuter Rail (MBTA) services the outlying
Boston suburbs. Service is available from several “T”
stations, but most departures take place at North Station,
South Station and Back Bay Station.
Taxi: Taxi service is available throughout the city. From
Logan International Airport to most hotels in Boston and
Cambridge, current fares are approximately $ 25-$ 35, one
way.
Water Taxis: Harbor Express Quincy/Hull service to
Logan with connections to Boston (Long Wharf)
www.harborexpress.com
• City Water Taxi Logan service with connections to 15
landings in Boston www.citywatertaxi.com
• Rowes Wharf Water Transport Exclusive service between
Rowes Wharf/Boston Harbor Hotel and Logan
www.roweswharfwatertransport.com
Car Rental: ACTEC meeting attendees receive a
discounted car rental rate from Avis with service available
at BOS. To reserve a car, visit www.avis.com or call (800)
230-4898. The ACTEC Avis Worldwide Discount (AWD)
number is: J944921.
The “T”: The MBTA offers Blue Line Subway services
and Silver Line Bus Rapid Transit service to and from
Downtown Boston.
• Silver Line to and from the Airport – with connections
to the Red Line and Commuter Rail at South Station.
Silver Line is FREE from Logan Airport inbound to
South Station (including a free transfer to the Red Line).
Weather
The forecast for June in Boston, MA, is an average high of
77 °F with an average low of 60 °F.
4
HOTEL
Meeting registration must be confirmed prior to reserving hotel guest rooms at the
ACTEC discount rates. Visit http://www.actec.org/events/2016-summer-meeting/
(note the prompt to login.) To obtain a user name and password, email webmaster@actec.org.
Westin Copley Place Boston Hotel
The Westin Copley Place is ideally located in Boston’s
upscale Back Bay neighborhood, among the best
shopping, dining and entertainment that the city has to
offer. Explore many diverse neighborhoods as well as
countless historical sites, museums and galleries.
ACTEC guestrooms will receive complimentary highspeed Internet access.
Each guest room offers a Heavenly Bed® and Heavenly
Bath®, speaker phone with voice mail, large work desk and
gourmet coffee. Other amenities include 24-hour room
service, 24-hour WestinWORKOUT® studio, an indoor
heated pool and five unique dining options.
Onsite parking is available for $ 54 per night.
Westin Copley Place Boston Hotel
10 Huntington Avenue
Boston, Massachusetts 02116
Hotel Reservations: (866) 716-8108
www.westincopleyplaceboston.com
Traditional Guest Room: $ 309 or
Riverview Guest Room: $ 349
The room tax rate is 14.45% per night.
Rooms include cherry wood armoires and desks, as well
as iPod® docking stations and flat screen televisions that
can be connected to computers. Enjoy Back Bay and
Boston Harbor views from a Traditional Room, or take in
a panoramic vista of the Charles River and Cambridge in a
Riverview Room.
Please contact the hotel directly for room
cancellations. Individual cancellations after May 16
and “no shows” will forfeit the first night deposit
unless the room is resold.
Use the SPG® (Starwood Preferred Guest) mobile website
or SPG® app to access your SPG account and explore
property features, dining, directions, and local attractions.
Visit spg.mobi
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COMMUNITY
COLLEGE
To Dorchester Heights
SCHEDULE OF EVENTS
The following schedule of events is preliminary.
A schedule with final dates, times, and event locations
will be included in your meeting registration packet.
Committee meeting materials will be emailed to committee members, accessible on the meeting app,
and posted online at www.actec.org.
Wednesday, June 15
12:00 pm – 5:00 pm ACTEC Registration, Sponsors
and Print Kiosk
Willamette Management Associates is
pleased to sponsor the print kiosk.
1:00 pm – 4:30 pm
City Overview Tour
1:00 pm – 5:00 pm
CLE Stand-Alone - Session I
2:00 pm – 2:15 pm Coffee Break
Rockefeller & Co. is pleased to sponsor
this event.
Boston Red Sox (MLB) vs.
7:00 pm – 10:00 pm
Baltimore Orioles
12:00 pm – 1:00 pmSubstantive Chairs, Vice Chairs,
and Executive Committee* (Lunch)
Lobster and Clambake Lunch at
12:00 pm – 2:00 pm
Aragosta Bar + Bistro
1:00 pm – 3:30 pm Digital Property Task Force
1:00 pm – 3:30 pm Employee Benefits Committee
1:00 pm – 3:30 pm Nominating Committee*
1:15 pm – 4:30 pm Academic World of Cambridge River
Tour
1:45 pm – 3:30 pm New Fellows Steering Committee*
3:30 pm – 5:00 pm Bylaws and Manual Committee
Thursday, June 16
3:30 pm – 6:00 pm
Fiduciary Income Tax Committee
7:00 am – 5:00 pm ACTEC Registration, Sponsors
and Print Kiosk
Willamette Management Associates is
pleased to sponsor the print kiosk.
3:30 pm – 6:00 pm
Professional Responsibility
and Subcommittees
3:30 pm – 6:00 pm
Program Committee*
8:00 am – 12:00 pm Executive Committee* (Breakfast)
6:30 pm – 9:00 pmSpeakers and Committee Chairs
Reception and Dinner
(By invitation)
Northern Trust is pleased to sponsor
this event.
8:00 am – 12:00 pm CLE Stand Alone - Session II
10:35 am – 10:50 am Coffee Break
Rockefeller & Co. is pleased to sponsor
this event.
New England Historic Genealogical
8:45 am – 11:30 am
Society Tour
9:30 am – 1:30 pm
The Homes of Beacon Hill
6:30 pm – 9:00 pm
New Fellows Reception
and Dinner (By invitation)
oston Red Sox (MLB) vs.
7:00 pm – 10:00 pm B
Baltimore Orioles
7:30 pm – 10:00 pm Matilda the Musical
* Committee meetings closed to visitors.
Ashar Group - Life Insurance Valuation & Life Settlements is
pleased to sponsor the Laptop Power Support
Concord Trust Company, Lifespring Financial, Inc., and Sterling
Foundation Management LLC are pleased to sponsor select tours.
BNY Mellon Wealth Management is pleased to sponsor the
Summer Meeting App.
Management Planning, Inc. and Tiedemann Trust Company
are pleased to co-sponsor the Wifi Service.
7
SCHEDULE OF EVENTS
Friday, June 17
7:00 am – 5:00 pm ACTEC Registration, Sponsors
and Print Kiosk
Willamette Management Associates is
pleased to sponsor the print kiosk.
1:00 pm – 3:15 pm International Estate Planning
Committee (Lunch)
7:00 am – 9:00 am Breakfast Buffet
Empire Valuation Consultants is
pleased to sponsor this event.
1:45 pm – 4:00 pm A Guided Walk through the Back
Bay’s Emerald Necklace Conservancy
8:00 am – 9:00 am Administrative Chairs, Vice
Chairs, and Executive Committee*
(Breakfast)
8:00 am – 10:00 am Practice Committee
8:00 am – 10:30 am Charitable Planning Committee
8:45 am – 11:30 am
Private Tour of Isabella Stewart
Gardner Museum
9:00 am – 10:00 am Site Selection Committee*
9:00 am – 12:45 pm City View Boston Bicycle Tour
9:00 am – 10:00 amSpouse and Adult Guest Program
with Jonnet Holladay
Kayak Adventure on the Charles
9:30 am – 12:30 pm
River
10:00 am – 11:00 am Joint Meeting of the Practice
Committee and the Technology in
the Practice Committee
10:30 am – 12:00 pm Financial Management
Committee*
10:30 am – 1:00 pm Fiduciary Litigation Committee
11:00 am – 1:00 pm Technology in the Practice
1:00 pm – 3:00 pm
8
Oyster and Wine Pairing
1:00 pm – 3:15 pm ACTEC Foundation (Lunch)
3:15 pm – 4:45 pm
Audit Committee*
3:15 pm – 5:45 pm
Business Planning Committee
3:15 pm – 5:45 pm
FATF Task Force 4:45 pm – 5:45 pm Anniversary Planning
Committee*
5:00 pm – 5:30 pm
New Fellows Q&A
5:30 pm – 6:30 pm New Fellows and First-Time
Attendees Reception (By invitation)
Glenmede is pleased to sponsor
this event.
6:30 pm – 9:00 pm President’s Welcome Dinner
Fiduciary Trust Company
International and Sotheby’s are
pleased to co-sponsor this event.
Saturday, June 18
7:00 am – 5:00 pm ACTEC Registration, Sponsors
and Print Kiosk
Willamette Management Associates is
pleased to sponsor the print kiosk.
7:00 am – 9:00 am Breakfast Buffet
FMV Opinions, Inc., is pleased to
sponsor this event.
8:00 am – 12:00 pm Professional Program Seminar
Wilmington Trust is pleased to sponsor the seminar and seminar materials.
9:30 am – 9:45 am Coffee Break
Rockefeller & Co. is pleased to sponsor
this event.
2:45 pm – 5:15 pm Estate and Gift Tax Committee
3:15 pm – 4:15 pm Sponsorship Advisory Committee*
5:00 pm – 6:00 pm Sponsor Recognition Reception
(By invitation)
8:30 am – 10:00 am Books after Breakfast: The Art
Forger: A Novel by B.A. Shapiro
6:00 pm – 9:30 pm 11:30 am – 3:00 pm Kayaking with BBQ Picnic Lunch
John F. Kennedy Presidential
Library and Museum Reception
and Dinner (Optional Event)
Atlantic Trust and Bonhams are
pleased to co-sponsor this event.
10:30 am – 10:45 am Coffee Break
Rockefeller & Co. is pleased to sponsor
this event.
12:15 pm – 1:45 pm State Chairs Steering Committee*
(Lunch)
12:15 pm – 2:45 pm Asset Protection Committee
(Lunch)
12:15 pm – 2:45 pm Transfer Tax Study Committee
(Lunch)
7:00 am – 9:00 am Breakfast Buffet
8:00 am – 9:30 am Communications Committee
City Overview Tour
1:45 pm – 3:15 pm Joint ACTEC/NCPJ Task Force*
1:45 pm – 4:00 pm
A Guided Walk through the Back
Bay’s Emerald Necklace Conservancy
2:00 pm – 4:30 pm
Sunday, June 19
7:00 am – 10:00 am ACTEC Registration, Print Kiosk
and Sponsors
Willamette Management Associates is
pleased to sponsor the print kiosk.
12:15 pm – 2:45 pm Legal Education Committee
(Lunch)
1:00 pm – 4:30 pm Matilda the Musical
8:00 am – 10:30 am Elder Law Committee
9:00 am – 10:30 am Spousal Rights Subcommittee of
State Laws
10:30 am – 1:00 pm Long Range Planning Committee*
10:30 am – 1:00 pm State Laws Committee
2:45 pm – 5:15 pm Diversity and Inclusivity
Committee
1:30 pm – 4:30 pm
* Committee meetings closed to visitors.
Boston Red Sox (MLB) vs.
Seattle Mariners
Ashar Group - Life Insurance Valuation & Life Settlements is
pleased to sponsor the Laptop Power Support
Concord Trust Company, Lifespring Financial, Inc., and Sterling
Foundation Management LLC are pleased to sponsor select tours.
BNY Mellon Wealth Management is pleased to sponsor the
Summer Meeting App.
Management Planning, Inc. and Tiedemann Trust Company
are pleased to co-sponsor the Wifi Service.
9
CLE STAND-ALONE PROGRAM
(FELLOWS AND SPONSORS ONLY)
“Step Up to the Plate” — Boot Camp on Fiduciary Income Tax
Wednesday, June 15 Thursday, June 16
1:00 pm – 5:00 pm
8:00 am – 12:00 pm
Registration Fee
Online materials Print materials
One Day
$ 200
$ 225
Two Days
$ 400
$ 450
The program will provide a detailed analysis of
subchapter J.
Speakers:
George L. Cushing, Woburn, MA
Gregory V. Gadarian, Tucson, AZ
David A. Handler, Chicago, IL
Richard W. Nenno, Wilmington, DE
Prof. Jeffrey N. Pennell, Atlanta, GA
Melissa J. Willms, Houston, TX
Wednesday, June 15 (Day 1)
1:00 pm – 5:00 pm
Day 1 will focus on domestic non-grantor trusts and
estates, addressing the computation of income, the
purpose and computation of DNI, the separate share rule,
the treatment of specific bequests, distributions in kind,
charitable distributions, and the termination of nongrantor trusts and estates.
The presentation will include drafting tips and sample
language and will also address state income tax issues
related to domestic non-grantor trusts and estates.
Coffee Break
2:00 pm – 2:15 pm
Rockefeller & Co. is pleased to sponsor this event.
ACTEC will apply for Continuing Legal Education (CLE) credit with all states that have mandatory CLE requirements. The
course is expected to qualify for 7.5 CLE credit hours in 60-minute MCLE jurisdictions and 9.0 CLE credit hours in 50-minute
MCLE jurisdictions. ACTEC, a State Bar of California approved MCLE provider, certifies that this activity has been approved
for 7.5 hours MCLE credit.
Legal Specialization: ACTEC, a State Bar of California approved Legal Specialization Provider, certifies that this activity has
been approved for 7.5 hours of Legal Specialization credit in Estate Planning, Trust and Probate Law. Note: While other
states may have Legal Specialization programs, the State Bar of California requires an affirmative statement in meeting
promotional materials.
10
Thursday, June 16 (Day 2)
8:00 am – 12:00 pm
Day 2 will focus on grantor trusts and section 678 trusts,
addressing methods of triggering grantor trust treatment
and toggling grantor trust status off and on. The
presentation will also include a discussion of the portion
rules of section 671 and specialty trusts such as divorce
trusts, QSSTs, and ESBTs.
Day 2 will also address estate administration issues
including dealing with IRD, section 645 elections, and
the preparation of the Form 1041 for ordinary trusts and
grantor type trusts.
Coffee Break
10:35 am – 10:50 am
Rockefeller & Co. is pleased to sponsor this event.
11
2016 SUMMER SEMINAR
(FELLOWS AND SPONSORS ONLY)
(Additional fee required to attend)
The Hats ACTEC Fellows Now Wear And May Wear In The Future
Saturday, June 18
Session 1: “Cover Your Bases” — Law
Firms as Fiduciaries (Multiple Models)
8:00 am – 9:30 am
The practice of lawyers serving as fiduciaries has a long
history and is relatively commonplace today in certain
parts of the country, particularly Massachusetts. The scope
of services provided by such lawyers and their firms varies
widely, however. Some will act as trustee and rely on outside
service providers to handle many aspects of the fiduciary
function, such as bookkeeping, accounting, and investment
management. Others offer fully integrated fiduciary
services, including investment management, either through
the law firm itself, or a combination of services provided
by law firm personnel and professionals employed by a
wholly owned or affiliated registered investment adviser or
trust company. This session will explore the phenomenon
of the lawyer as trustee and the different business models
used by law firms to offer integrated fiduciary services,
from both a large and smaller firm perspective. It will
examine the advantages and disadvantages of these models,
the infrastructure needs and overhead, and the general
challenges in building an integrated fiduciary management
practice.
Session II: “Inside Baseball” — Family
Offices (Multiple Models)
9:45 am – 10:30 am
These days the phrase “family office” is pervasive in
financial institutions, law firms, investment firms, and
other companies who work with high net worth clients.
This session will unpack the definitional issues involved
when discussing family offices and their common flavors
(single family offices, multi-family offices and virtual family
offices). The presenters will answer common questions
about family offices. What services do family offices tend
to provide? What are some important issues for attorneys
to keep in mind when interacting in the world of family
offices? What are some ethical traps for the unwary?
Speakers:
Kim Kamin, Chicago, IL
Prof. Charles E. Rounds, Boston, MA
Michael D. Whitty, Chicago, IL
Coffee Break
10:30 am – 10:45 am
Rockefeller & Co. is pleased to sponsor this event.
Speakers:
Thomas E. Bator, Boston, MA
Nancy E. Dempze, Boston, MA
Martin Hall, Boston, MA
Michael J. Puzo, Boston, MA
Coffee Break
9:30 am – 9:45 am
Rockefeller & Co. is pleased to sponsor this event.
Wilmington Trust is pleased to sponsor the 2016 Summer Seminar.
12
Session III: “It’s a Whole New Ballgame”
— Trust Directors with Powers to Advise/
Consent/Direct and with Powers of
Protectors
Session IV: “Safe!” Why Doesn’t Everyone
Do It — A Review of the Ethical and
Practice Implications
10:45 am – 11:30 am
The panel will discuss the Model Rules of Professional
Conduct which may apply to wearing one or more of
the hats modeled by the previous speakers. Any relevant
ACTEC Commentaries, ethics opinions or case decisions
will be discussed to provide guidance.
This presentation will discuss the various roles lawyers
fulfill related to our clients’ trusts – advisor, advocate,
amender, approver, consenter, director, enforcer,
mediator, remover, tie-breaker and trustee, are among
some of the titles. Some of these functions involve the
direction of a trustee in carrying out ordinary duties in
administration of a trust, such as directing the trustee as
to trust investments or discretionary distributions from
the trust. Other functions involve decisions that would
otherwise be made by courts or that would not easily be
made by trustees due to the trustees’ fiduciary duties to
beneficiaries. It will examine the issues surrounding the
lawyer fulfilling these various functions, and the scope of
any duties and other considerations for lawyers prior to
agreeing to undertake such functions or roles.
11:30 am – 12:00 pm
Speakers:
Leiha Macauley, Boston, MA
C. Kevin McCrindle, Waterloo, IA
J. Lee E. Osborne, Roanoke, VA
Speakers:
Kathleen R. Sherby, St. Louis, MO
Suzanne L. Shier, Chicago, IL
ACTEC will apply for Continuing Legal Education (CLE) credit with all states that have mandatory CLE requirements. The
course is expected to qualify for 3.5 CLE credit hours, including .5 hour. Ethics, in 60-minute MCLE jurisdictions and 4.2 CLE
credit hours, including .6 hour Ethics, in 50-minute MCLE jurisdictions. ACTEC, a State Bar of California approved MCLE
provider, certifies that this activity has been approved for 3.5 hours MCLE credit, including .5 hour Ethics.
Legal Specialization: ACTEC, a State Bar of California approved Legal Specialization Provider, certifies that this activity has
been approved for 3.5 hours of Legal Specialization credit in Estate Planning, Trust and Probate Law. Note: While other
states may have Legal Specialization programs, the State Bar of California requires an affirmative statement in meeting
promotional materials.
13
SPECIAL EVENTS
Riptor3000
President’s Welcome Dinner
www.jfklibrary.org
John F. Kennedy Presidential Library and
Museum Reception and Plated Dinner
(Optional Event)
Friday, June 17
6:30 pm – 9:00 pm
President Cynda Ottaway and her husband, Larry, invite
all registered guests to a dinner highlighting Boston’s
historical waterfront neighborhood. A buffet dinner of
local New England specialties will be set amidst nautical
décor.
Fiduciary Trust Company International and Sotheby’s are
pleased to co-sponsor this event.
Saturday, June 18
6:00 pm – 9:00 pm (25 minute transfer time)
$ 185 per adult
$ 75 per teen/child
The John F. Kennedy Presidential Library and Museum
is dedicated to the memory of our nation’s thirty-fifth
president.
Located on a ten-acre park overlooking the sea that he
loved and the city that launched him to greatness, enter the
recreated world of the Kennedy Presidency for a first-hand
experience of John F. Kennedy’s life, legacy, and leadership
through dramatic multi-media exhibits. See events of the
1960s through President Kennedy’s eyes and narrated in
his voice; experience his optimism and wit, while being
inspired by the hope and idealism that captivated America.
With its collection of personal mementos and gifts John
F. Kennedy received during his presidency, as well as
historical artifacts, informative displays and unique films,
you will find yourself reliving the time during the Kennedy
Presidential Campaign, the Kennedy and Nixon debates,
his presidency, and the Cuban Missile Crisis.
Guests will also have access to the special exhibit, Ernest
Hemingway: Between Two Wars.
After a cocktail reception, guests will enjoy a plated dinner
with a pre-selected choice of entrées.
Suggested attire: Cocktail attire or slacks and a sport
coat
Atlantic Trust and Bonhams are pleased to co-sponsor this
event.
14
SPECIAL EVENTS FOR SPOUSES AND GUESTS
Join one of Boston’s local historical lecturers who offers
extensive and personal knowledge of the area, allowing
you the most in-depth knowledge and little-known facts
and treasures about Boston. Learn Boston’s rich history, its
world-renowned innovation, and its resident ghosts.
Jonnet Holladay is a true Bostonian. As a dedicated
student of Boston’s rich history, decorative art and local
architecture design, she is one of the city’s most soughtafter tour guides and lecturers.
bashapirobooks.com
Jp16103
Friday, June 17
9:00 am – 10:00 am
http://bashapirobooks.com
Books After Breakfast: The Art Forger:
A Novel by B.A. Shapiro
Spouse and Adult Guest Program with
Jonnet Holladay
The Art Forger: A Novel by B.A. Shapiro
Saturday, June 18
8:30 am – 10:00 am
Welcome by Larry Ottaway
Facilitated by Elizabeth M. (Beth) Fox
In the early morning hours of March 18, 1990, two men
dressed as police officers bound and gagged two guards at
the Isabella Stewart Gardner Museum and stole thirteen
works of art valued today over $500 million. Despite
thousands of hours of police work and a $5 million dollar
reward, the artwork has never been recovered.
Readers seeking an engaging novel about artists and art
scandals will find this a rewarding read for its skillful
balance of brisk plotting, significant emotional depth
and a multi-layered narration rich with a sense of moral
consequence.
The author B.A. Shapiro will attend this special Books
After Breakfast. She is the New York Times bestselling
author of The Muralist, The Art Forger, The Safe Room,
Blind Spot, See No Evil, Blameless, and Shattered Echoes.
She has also written four screenplays and the non-fiction
book, The Big Squeeze. The Art Forger has been on many
bestseller lists—including the New York Times, Boston
Globe, LA Times, Minneapolis Star-Tribune, Amazon, and
Kindle—and has won many awards including The 2013
New England Book Award for Fiction. She lives in Boston
and is working on her eighth novel.
15
TOURS
City Overview Tour
RunWESTIN™ allows you to keep up with your fitness
routine while enjoying the fresh air and sights of
downtown Boston and the Charles River.
Wednesday, June 15
1:00 pm – 4:30 pm
Robby Shade
At The Westin Copley Place
Take advantage of a guided group run on Thursday at
6:30 am (weather permitting) by meeting in the lobby at
the concierge desk. The concierge also has self-guided
maps available for three and five mile jogging/walking
routes from the hotel. The hotel even offers New Balance
Gear Lending: clothing and shoes for guests to use during
their stay for $5. Simply dial Service Express® upon arrival
and request your shoe and clothing size. Shoes come with
brand-new socks and apparel is fresh and clean.
Enjoy 24-hour access to WestinWORKOUT® Fitness
Studio featuring state-of-the-art Lifestyle Fitness cardio
machines, strength-training equipment, and free weights.
Energize with a few laps or bring the kids to splash in the
indoor pool.
Relax after a tough workout at the Grettacole Spa Boston,
where the mind and body are always renewed. The salon
and spa features the latest treatments and personalized
consultation services. To book an appointment, call
617-266-6166.
Saturday, June 18
1:00 pm – 4:30 pm
$ 45 per person
This motor coach tour travels through Boston’s beautiful
Victorian Back Bay area, built entirely upon reclaimed
wetlands. In the center of the Back Bay is Copley Square;
with the architectural masterpieces of Trinity Church and
the Boston Public Library. Beacon Hill neighborhood is
next, with the most beautiful homes in Boston, with a
deep history in the African slave underground. See the
Massachusetts State House and pass the Boston Common
and Public Gardens, home to the famous swan boats. View
the site of the Boston Massacre – a cobblestone ring on the
traffic island. Take a brief guided walk up to the historical
Old North Church and Paul Revere’s birthplace in the
renowned North End. Along the way, stop to experience
the neighborhood’s unique Italian culture and purchase a
light snack to go.
Suggested attire: Closed-toe shoes, comfortable layered
clothing, hat, sunglasses, and sunscreen are recommended.
Inclusions: Transportation, guide, admissions, taxes, and
gratuities.
Note: Some walking on cobblestone streets.
16
Cody Carlson
www.americanancestors.org
New England Historic Genealogical
Society Tour
Boston Red Sox (MLB)
vs. Baltimore Orioles
Wednesday, June 15 and Thursday, June 16
7:00 pm – 10:00 pm (approx.) (1.1 mile to Fenway Park)
Thursday, June 16
8:45 am – 11:30 am (10 minute walk, .3 miles)
$ 50 per person
vs. Seattle Mariners
Sunday, June 19
1:30 pm – 4:30 pm (approx.) (1.1 mile to Fenway Park)
$ 95 per person
This society was created to study family history in America
and beyond through education, inspiration and connecting
people through scholarship, collections, and expertise.
One of the American League’s eight charter franchises, the
Red Sox have played in Fenway Park since 1912. Tickets
are available for games against the Baltimore Orioles
on Wednesday and Thursday, and the Seattle Mariners
on Sunday. Regardless of your team loyalty, no other
professional baseball park captures the spirit and triggers
emotion like Fenway Park. Pavilion box tickets have been
secured for Wednesday and Thursday, Pavilion reserved
seats for Sunday.
Inclusions: One (1) ticket to the game.
Note: Transportation is not provided to the game. The
“T” green line subway (Copley station) is 1 block from the
Westin and travels direct to the Park (Kenmore station),
taxis are readily available, or walk 1.1 miles to Fenway
Park. Walking directions will be available at the ACTEC
registration desk or see the hotel concierge.
Founded in 1845, the New England Historic Genealogical
Society (NEHGS) is the country’s leading resource for
family history research, with an award-winning website at
AmericanAncestors.org and more than 1 billion searchable
records from America and beyond. Their staff of expert
genealogists help researchers of all skill levels improve
their knowledge and understanding of their family and its
place in history. Although the name says New England,
they provide expertise and research in nearly all aspects of
family history, from 17th-century colonial New England
through 20th-century immigration research.
After an introductory tour of the historic seven story
building and instructions on how to use the library, guests
will have an opportunity to research their ancestors and
family history using the library’s collections of published
material and primary resources.
NEHGS is also home to the American Jewish Historical
Society New England Archives, documenting and
preserving the history of the Greater Boston New England
Jewish communities.
Inclusions: Admission, expert genealogist tour, “Getting
Started in Genealogy” lecture, research assistance, taxes,
and gratuities.
Note: Partial proceeds from the tour will be donated to the
NEHGS.
17
TOURS
Ian Howard
www.aragostabistro.com
Lobster and Clambake Lunch at Aragosta
Bar + Bistro
The Homes of Beacon Hill
Thursday, June 16
9:30 am – 1:30 pm (15 minute transfer)
$ 135 per person
Thursday, June 16
12:00 pm – 2:00 pm (15 minute transfer)
$ 190 per person
Step back two hundred years as you experience a Boston
neighborhood that looks and feels much as it did in
the days of Paul Revere. The tour starts in the Boston
Common, Beacon Hill’s great outdoor resource for
centuries, playing host to militias, duels, celebrities (from
George Washington to Pope Paul II), as well as to the
modern-day recreational pursuits of city residents and
visitors alike. Crossing over Beacon Street you’ll enter
the Beacon Hill neighborhood. This thriving, timeless
community of historically preserved townhouses and
intriguing shops was built by Boston’s most renowned
architects, predominately in Georgian, Federal or Greek
Revival styles. This tour includes a behind-the-scenes
experience of the neighborhood as well as the unique
opportunity to tour three private homes. Each house
tour includes a mix of architectural and historical facts
about the property, as well as the homeowner’s personal
perspective as a resident of this timeless community.
Aragosta Bar + Bistro’s breezy, open-air terrace with views
of Boston Harbor is an ideal setting for a New England
lobster and clambake. Enjoy a traditional lobster bake and
learn the ropes of how a clambake is prepared and cooked
over open flame. See firsthand how New Englanders
prepare and eat lobsters.
Suggested attire: Comfortable clothing and walking
shoes.
Inclusions: Transportation, guide, admissions, bottled
water, taxes, and gratuities.
Note: This tour has considerable walking; comfortable
footwear is strongly recommended.
Restrictions: Not suitable for children under five years of
age.
18
Inclusions: Transportation, lobster and clambake menu
includes lobsters, clams, chorizo, corn, potatoes, and
s’mores with two drinks (beer or wine) and bottled water,
taxes, and gratuities.
Matilda the Musical
Leatherndevil
Academic World of Cambridge River Tour
Thursday, June 16
1:15 pm – 4:30 pm (30 minute transfer)
$ 165 per person
Thursday, June 16
7:30 pm – 10:00 pm (1 mile to Boston Opera House)
$ 90 per person
Tour Cambridge’s most prestigious schools and see
some of its most important sights from a river boat. The
captain and crew will both entertain and educate while
pointing out the historic and cultural sights of Boston and
Cambridge. Sights include Beacon Hill, Esplanade Park,
the Back Bay, Boston University, MIT University, Harvard,
and countless sailboats and rowers.
Saturday, June 18
2:00 pm – 4:30 pm (1 mile to Boston Opera House)
$ 115 per person
Inclusions: Transportation, two hour narrated river cruise,
guide, bottled waters, taxes, and gratuities.
This adaptation of a Roald Dahl work has won 50
international awards, including four Tony Awards®, and is
one of the biggest hits on Broadway. Matilda the Musical
is the story of an extraordinary girl who, armed with a
vivid imagination and a sharp mind, dares to take a stand
and change her own destiny. Orchestra center tickets
are available for the performance on Thursday night,
and mezzanine left tickets are available for the Saturday
matinee.
Note: Activity is weather dependent.
Inclusions: One (1) ticket.
Suggested attire: Comfortable attire, hat, sunglasses, and
sunscreen are recommended.
Note: Transportation is not provided. The “T” orange
line subway (Back Bay station) is near the Westin (the
Opera House is located at the Chinatown station), taxis are
available, or walk 1 mile to Boston Opera House. Walking
directions will be available at the ACTEC registration desk
or see the hotel concierge.
Restrictions: Children must be at least four years old,
have their own ticket, and be accompanied by a parent or
guardian at all times.
19
TOURS
Private Tour of Isabella Stewart Gardner
Museum
Biruitorul
City View Boston Bicycle Tour
Friday, June 17
8:45 am – 11:30 am (15 minute transfer)
$ 150 per person
Friday, June 17
9:00 am – 12:45 pm (15 minute transfer)
$ 150 per person
Over three decades, Isabella Stewart Gardner traveled the
world and worked with important art patrons and advisors
to amass a remarkable collection of master and decorative
arts. Mrs. Gardner installed her collection of works in
a way to evoke intimate responses to the art, mixing
paintings, furniture, textiles and objects from different
cultures and periods among well-known European
paintings and sculpture. The Gardner Museum has
remained essentially unchanged since its founder’s death in
1924.
Experience an introduction to Boston while exploring
its unique character and charm up close and in-person.
Only possible by bicycle, this tour combines elements of
photography, art and architecture tours while showing the
big picture by including the traditional tourist destinations
as well as hidden gems.
Guests will have exclusive access to the museum before
it opens to the public – a rare opportunity to see this
intimate museum with a small group. After a welcome
by the museum director, guests will enjoy a presentation
of the special exhibition Off the Wall: Gardner and Her
Masterpieces. This presentation features twenty-five
highlights from the collection and showcases works by
artists such as Botticelli, Raphael, and Rembrandt, among
others.
Guests will even have an opportunity to read
Mrs. Gardner’s will, which has some very interesting
clauses stipulating how the art must be handled and what
can be done with individual pieces.
Inclusions: Transportation, guide, admission, lecture
presentation of Mrs. Gardner’s will, bottled water, taxes,
and gratuities.
Note: Backpacks and large bags are not permitted.
20
This tour begins and concludes at the city’s largest bicycle
shop, where guides outfit guests with bikes, helmets and
lots of enthusiasm.
Suggested attire: Closed-toe shoes, comfortable attire,
hat, sunglasses, and sunscreen are recommended.
Inclusions: Transportation, guide, maps, water bottles,
bicycles and helmets, taxes, and gratuities.
Note: The entire tour is on bicycle. Activity is weather
dependent. Height and weight required during registration.
Required: Liability waiver.
Restrictions: Children must be at least eight years old and
accompanied by an adult.
Activity Level: Ten to twelve flat and easy miles; suitable
for all levels of cyclists. Must be moderately fit without
physical limitations.
Oyster and Wine Pairing
Friday, June 17
9:30 am – 12:30 pm (30 minute transfer)
$ 110 per person
Friday, June 17
1:00 pm – 3:00 pm (10 minute transfer)
$ 175 per person
Paddle the most scenic urban river in the country on a
guided tour of the Charles River. After a brief introduction
to kayaking and the basic strokes, enjoy the best skyline
view in Boston. Explore the lagoons of the Esplanade while
learning about the exciting role that the Charles River has
played in Boston’s history.
Join a 90-minute “merroir and terroir” oyster and wine
pairing, led by a professional oyster connoisseur who
expertly pairs the oysters to the select wine. Learn about
the different oyster styles and why the flavors of each are
affected by where they are grown. This is a truly original
Boston experience.
Suggested attire: Sunglasses, a hat or visor, and
sunscreen. A change of clothes is also suggested; dry bags
will be provided.
Experienced restaurateur, co-owner, and oyster farmer
Skip Bennett offers outstanding bivalves from his own
beds and other fresh-as-can-be, delicious seafood at this
hip must-eat destination in Kenmore Square. The slick,
snappy digs harbor superb atmosphere that lends itself to a
mixture of modern fun and classic New England.
islandcreekoysters.com
Kayak Adventure on the Charles River
Inclusions: Transportation, equipment (double kayak
with paddles and life vests, plus a dry bag for belongings
and towels), professional guide, bottled water, taxes, and
gratuities.
Note: Water is generally calm and flat but can become
choppy at times depending on wind, weather, and water
conditions. Activity is weather dependent.
Inclusions: Transportation, guide, oyster and wine
samples (5), oyster shucking knife, bottled water, taxes, and
gratuities.
Required: Liability waiver.
Restrictions: Children must be at least eight years old and
accompanied by an adult.
Activity level: Must be moderately fit without physical
limitations.
21
A Guided Walk through the Back Bay’s
Emerald Necklace Conservancy
www.emeraldnecklace.org
Kayaking with BBQ Picnic Lunch
Friday, June 17
1:45 pm – 4:00 pm (15 minute transfer)
Saturday, June 18
1:45 pm – 4:00 pm (15 minute transfer)
$ 90 per person
In the heart of Boston and extending to Brookline, the
historic Emerald Necklace park system serves as the
backyard for city residents and a destination for more than
one million visitors each year.
Stretching from Back Bay to Dorchester, this inviting
green space connects people and nature, just as landscape
architect Frederick Law Olmsted intended when he
designed it more than 100 years ago. With its gardens,
historic bridges and scenic waterway, it’s hard to imagine
the area was once marsh and muddy flats. Surrounding the
park are some of Boston’s finest museums, institutions and
colleges.
Learn about the life and vision of Olmsted and the history
of the park, beginning at the Shattuck Emerald Necklace
Visitor Center, a former gatehouse designed by architect
H.H. Richardson, meander through the Back Bay Fens
and visit the Kelleher Rose Garden and stroll through the
oldest World War II Victory Gardens in America.
Suggested attire: Closed-toe walking shoes, comfortable
attire, hat, sunglasses, and sunscreen are recommended.
Inclusions: Transportation, guide, bottled water,
admission, an illustrated Emerald Necklace Parks map and
guide, taxes, and gratuities.
22
Saturday, June 18
11:30 am – 3:00 pm (30 minute transfer)
$ 175 per person
For those who missed the Friday morning kayak
adventure, here’s another chance to explore the most scenic
urban river in the country on a guided tour of the Charles.
Enjoy a catered barbecue picnic before setting out on the
river. After a brief introduction to kayaking and the basic
strokes, enjoy the best skyline view in Boston. Explore the
lagoons of the Esplanade while learning about the exciting
role that the Charles River has played in Boston’s history.
Suggested attire: Sunglasses, a hat or visor, and
sunscreen. A change of clothes is also suggested; dry bags
will be provided.
Inclusions: Transportation, equipment (double kayak
with paddles and life vests, plus a dry bag for belongings
and towels), professional guide, barbecue picnic lunch
(chicken, ribs, pulled pork, beans, potato salad, cole slaw,
watermelon), bottled water, taxes, and gratuities.
Note: Water is generally calm and flat but can become
choppy at times depending on wind, weather, and water
conditions. Activity is weather dependent.
Required: Liability waiver.
Restrictions: Children must be at least eight years old and
accompanied by an adult.
Activity level: Must be moderately fit without physical
limitations.
FUTURE MEETINGS
2016 Fall Meeting October 20 – 23, 2016 Charleston Place Hotel
Charleston, South Carolina
2017 Annual Meeting March 9 – 12, 2017 *(March 8 – 12) The Phoenician
Scottsdale, Arizona
2017 Summer Meeting June 15 – 18, 2017 (CLE Stand-Alone Program June 14 – 15) The Fairmont Olympic
Seattle, Washington
2017 Fall Meeting October 19 – 22, 2017 Omni Nashville Hotel
Nashville, Tennessee
2018 Annual Meeting March 8 – 11, 2018 *(March 7 – 11) Grand Hyatt San Antonio
San Antonio, Texas
2018 Summer Meeting
June 21 – 24, 2018
(CLE Stand-Alone Program June 20 – 21)
Fairmont Chicago Millennium Park
Chicago, Illinois
2018 Fall Meeting
October 25 – 28, 2018
Grand Hyatt Washington
Washington, District of Columbia
2019 Annual Meeting March 21 – 24, 2019 *(March 20 – 24) La Quinta Resort & Club
La Quinta, California
2019 Summer Meeting
June 27 – 30, 2019
(CLE Stand-Alone Program June 26 – 27)
The Westin Bayshore
Vancouver, BC, Canada
2019 Fall Meeting
October 17 – 20, 2019
Loews Philadelphia Hotel
Philadelphia, Pennsylvania
*Early arrival for committee members
23
JOIN US AT THE ACTEC 2016 FALL MEETING
Thursday, October 20 through Sunday, October 23
Belmond Charleston Place Hotel | Charleston, South Carolina
The American College of Trust and Estate Counsel
901 15th Street, NW, Suite 525 | Washington, DC 20005 | (202) 684-8460 | www.actec.org
©2016 The American College of Trust and Estate Counsel. All Rights Reserved. ACTEC is a registered trademark of The American College of Trust and Estate Counsel.