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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 1, 2009
Wealth Forum 2009
New York, NY
Continuing Education Credits Available: Yes
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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 20 – April 24, 2009
American Law Institute/American Bar Association Planning Techniques for Large Estates
New York, NY
Continuing Education Credits Available: Yes
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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 – April 30, 2009
Financial Planning Association Retreat
Palm Springs, CA
Continuing Education Credits Available: Yes
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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

 

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Fate of Famed Art Collection Unresolved

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

The Shifting Sands of the Tax Burden

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

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Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

Podcasts

Advising the Wealthy: It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

Webinars

Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...