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May

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May 5-6
The Sharpe Group
Planning Major Gifts
New Orleans, LA

May 5-7
American Institute of Certified Public Accountants
AICPA Practitioners Symposium
Caesars Palace
Las Vegas, NV

May 5-7
The Society of Trust and Estate Practitioners
10th Annual STEP Caribbean Conference
Sheraton Panama Hotel & Convention Center
San Francisco, Panama

May 5-9
American Institute of Certified Public Accountants
AICPA Business Valuation School
AICPA Boardroom
New York, NY

May 8-9
American Institute of Certified Public Accountants
Tax Strategies for the High Net Worth Individual
Bellagio
Las Vegas, NV

May 8-10
American Bar Association
2008 May Meeting
Loews & Ritz
Las Vegas, NV

May 11-17
Cannon Financial Institute
Cannon Trust School I, II and III
Pepperdine University
Malibu, CA

May 14-15
Family Office Exchange

Wealth Advisor Forum
Sunny Isles Beach, FL

May 18-24
Cannon Financial Institute
Cannon Trust Fundamentals
Southern Methodist University
Pepperdine University
Malibu, CA

May 20-28
Financial Research Associates, LLC
The 77th Family Office Symposium
The Fairmont Turnberry Isle Resort & Club
Miami, FL

May 18-24
Cannon Financial Institute
Fiduciary and Investment Risk Management I, II and III
Pepperdine University
Malibu, CA

May 18-24
Cannon Financial Institute
Investment Planning
Pepperdine University
Malibu, CA

May 19
Florida Bankers Association
Advance Trust Symposium
Grand Hyatt Tampa Bay
Tamapa Bay, FL

May 19
The Society of Trust and Estate Practitioners
STEP Spring Series
London

May 19-21
The American Law Institute
2008 Annual Meeting
Renaissance Mayflower Hotel
Washington, D.C.

May 20
The Society of Trust and Estate Practitioners
Succession Planning Issues Involving a Corporation
Lamont Learning Centre
Toronto

May 20-28
Financial Research Associates, LLC
The 77th Family Office Symposium
The Fairmont Turnberry Isle Resort & Club
Miami, FL

May 21
American Bar Association
Probate is Dead
ABA Center for CLE
Webcast/Teleconference

May 21
The Society of Trust and Estate Practitioners
Reflections on the Strother Decision
Bankers Hall Auditorium
Calgary

May 27
The Society of Trust and Estate Practitioners
STEP/NYSB Fourth International Estate Planning Institute
Marriott Marquis Hotel
New York, NY

May 28
The Society of Trust and Estate Practitioners
Trustee and Succession Law Reform
Fairmont Waterfront Centre Hotel
Vermont, Canada

 

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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