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April

View by Month:     2009

 

April 1, 2009
Wealth Forum 2009
New York, NY
Continuing Education Credits Available: Yes
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April 2 – April 3, 2009
American Bar Association Ninth Annual Tax Planning Strategies – U.S. & Europe Conference
Amsterdam; Netherlands
Continuing Education Credits Available: Yes
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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 23 – April 24, 2009
Society of Trust & Estate Practitioners Fifth Annual International Estate Planning Institute
New York, NY
Continuing Education Credits Available: Yes
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April 26 – April 28, 2009
American Bankers Association Capital Markets Forum for Corporate Trust Professionals
Tampa, FL
Continuing Education Credits Available:
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April 27 – April 30, 2009
Financial Planning Association Retreat
Palm Springs, CA
Continuing Education Credits Available: Yes
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April 30, 2009
American Bar Association Section of Real Property, Trust and Estate Law Spring Symposium – TE ‘Hot Topics’ Teleconference
Webcast/Teleconference
Continuing Education Credits Available: Yes
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April 30 – May 1, 2009
2009 ABA Section of Real Property, Trust & Estate Law 20th Annual Spring Symposium
Washington, DC
Continuing Education Credits Available: Yes
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View May events


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Build a Better Endowment

Solid university endowments can survive economic storms...

A Pitch for Privacy Rights

Milwaukee Brewers relief pitcher asks court to seal the records of his wife’s cocaine-related death...

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Tech E-Letter Subscribe

Accruit

Streamlining the management of like-kind exchanges...

Analyzing ILITs

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

View Past Technology Review Newsletters

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

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!...

The Electronic Practice

Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Available On Demand!...

Press Releases

Findings from the Third Annual Industry Trends Survey

WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....

2009 Events