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April

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April 2-3
International Council of Shopping Centers
ICSC International Retail Seminar
Santiago, Chile

April 3-4
American Bar Association
8th Annual Tax Planning Strategies – U.S. and Europe Conference
Madrid, Spain

April 3-5
American Bankers Association
ABA Intermediate Compliance School
Emory Conference Center & Hotel
Atlanta, GA

April 4-10
American Bankers Association
ABA National Compliance School
Emory Conference Center & Hotel
Atlanta, GA

March 12-14
American Bankers Association
ABA Wealth Management & Trust Conference
Manchester Grand Hyatt
San Diego, CA

April 9
The Society of Trust and Estate Practitioners
STEP Arabia Conference
Park Hyatt Hotel
Dubai

April 9-12
The 2008 Attorneys for Family-Held Enterprises Annual Conference
Watermark Hotel & Spa
San Antonio, TX

April 10
The Society of Trust and Estate Practitioners
STEP Spring Series 2008
Exeter

April 10
The Society of Trust and Estate Practitioners

STEP West of England
Sandy Park

April 12-13
American Bankers Association
ABA Financial Statement Analysis for Lenders At the ABA National Commercial Lending School
Southern Methodist University
Dallas, TX

April 13-15
American Bankers Association
ABA Capital Markets Forum for Corporate Trust Professionals
PGA National Resort & Spa
Palm Beach, FL

April 14-16
The Sharpe Group
An Introduction to Planned Giving Seminar
Renaissance Oak Brook Hotel
Oak Brook, IL

April 17
The Society of Trust and Estate Practitioners
Estate Litigation
Laamont Learning Centre
Toronto

April 18
The Society of Trust and Estate Practitioners
Conflicts of Laws in Trusts
Bankers Hall Auditorium
Calgary, Alberta

April 21-22
The Sharpe Group
Integrating Major and Planned Gifts
Washington, D.C.

April 22
Family Office Exchange
CEO Regional Meeting
Los Angeles, CA

April 24-25
American Bar Association
2008 Annual Meeting
La Quinta, CA

April 25
The Society of Trust and Estate Practitioners
STEP Spring Series
Leeds

April 27-May 3
American Bankers Association
ABA Graduate Trust School
Emory Conference Center Hotel
Atlanta, GA

April 30
The Society of Trust and Estate Practitioners
STEP Spring Series
Sussex

April 30
The Society of Trust and Estate Practitioners
STEP Birmingham AGM
Colmore Square
Birmingham

 

Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us

Tech Center

Don Kelley's Tech Review

Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.

View Past Tech Review Newsletters

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