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December

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December 4
American Bar Association
How to Avoid the Top 10 Retirement Distribution Disasters
ABA Center for CLE
Webcast/Teleconference

December 13
American Bar Association
Ethics for Healthcare Attorneys
ABA Center for CLE
Webcast/Teleconference

December 13
American Bar Association
Ethical Traps for the Unwary
ABA Center for CLE
Webcast/Teleconference

December 18
American Bar Association
Introduction to Family Limited Partnerships
ABA Center for CLE
Webcast/Teleconference

 

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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