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October

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October 1 – October 2, 2009
American Law Institute/American Bar Association International Trust and Estate Planning
Boston, MA
Continuing Education Credits Available: Yes
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October 1 – October 3, 2009
Philanthropy Roundtable 2009 Annual Meeting
Colorado Springs, CO
Continuing Education Credits Available:
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October 4-7
The Financial Planning Association
FPA Annual Convention
Boston Convention and Exhibit Center
Boston, MA

October 5-7
NAVA, alliance of companies in the annuity and variable products industry.
NAVA Annual Meeting
Philadelphia Marriott Downtown
Philadelphia, PA

October 5-7
Tenant-in-Common Association
TICA Fifth Annual Conference
The Wynn
Las Vegas, NV

October 7 – October 10, 2009
Million Dollar Roundtable Top of the Table Annual Meeting
Kauai, HI
Continuing Education Credits Available:
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October 8-10
The Sharpe Group
An Introduction to Planned Giving Seminar
Orlando, FL

October 10 – October 13, 2009
Financial Planning Association Annual Conference
Anaheim, CA
Continuing Education Credits Available: Yes
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October 14 – October 17, 2009
National Conference on Philanthropic Planning
National Harbor, MD
Continuing Education Credits Available: Yes
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October 19-21
American Bankers Association and the American Bar Association

ABA/ABA Money Laundering Enforcement Conference
Marriott Wardman Park Hotel
Washington, D.C.

October 19-21
Cannon Financial Institute

Accredited Investment Fiduciary
Kingston Plantation
Myrtle Beach, S.C.

October 19 – October 23, 2009
Forty Fourth Annual Southern Federal Tax Institute
Atlanta, GA
Continuing Education Credits Available: Yes
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October 19-25
Cannon Financial Institute

Cannon Trust School II and III
Kingston Plantation
Myrtle Beach, S.C.

October 19-25
Cannon Financial Institute

Investment Planning - CFP
Kingston Plantation
Myrtle Beach, S.C.

October 19-25
Cannon Financial Institute

Retirement Planning & Employee Benefits CFP
Kingston Plantation
Myrtle Beach, S.C.

October 22-24
Family Office Exchange
Financial Executives Forum
Chicago, IL

October 22-25
National Committee on Planned Giving
National Conference on Planned Giving
Hyatt Regency
Denver, CO

October 26 – October 28, 2009
Society of Financial Service Professionals Forum 2009
Phoenix, AZ
Continuing Education Credits Available: Yes
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Tech. Review

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

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Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

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2011 Trust Glossary

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50 Years Ago This Month

50 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

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