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March

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March 6
The Society of Trust and Estate Practitioners
Shareholders’ Agreements and Related Issues
UBC Robson Square
Canada

March 9-11
Multiple Sponsors
20th Annual Hotel Investment Conference
Atlanta, GA

March 10-11
American Bankers Association
ABA Managed Account Forum
Manchester Grand Hyatt
San Diego, CA

March 11-13
Tenant-in-Common Association
TICA 5th Annual Symposium
Grand America Hotel
Salt Lake City, UT

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

March 17-19
The Sharpe Group
An Introduction to Planned Giving Seminar
The Westin Alexandria
Alexandria, VA

March 19
American Bar Association
Understanding Retirement Assets
ABA Center for CLE
Webcast/Teleconference

March 25
The Society of Trust and Estate Practitioners

Alter Ego Trusts & Other Extra-Testamentary Estate Planning
Bankers Hall Auditorium
Calgary

March 29-30
The Sharpe Group
An Introduction to Planned Giving Seminar
Oak Brook, IL

March 30-April 1
Million Dollar Roundtable Foundation
2008 MDRT Spring Phonathon hosted by OneAmerica
Indianapolis, IN

March 31
Philanthropy Roundtable
Helping People to Help Themselves. Microfinance: Beyond the Rhetoric
Santa Fe

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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