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February

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February 6
The Society of Trust and Estate Practitioners
Tips and Traps
Bankers Hall Auditorium
Calgary

February 7
The Society of Trust and Estate Practitioners
Capital Taxes – Joint extended evening seminar with CIOT
Almondsbury Golf Club
Bristol

February 7
ABA Center for CLE
Stark Law Basics
Webcast/Teleconference

February 7-8
Opal Financial Group
Endowment & Foundation Forum West
Vienna Hilton
Vienna, Austria

February 12
The Society of Trust and Estate Practitioners
Public and Private Charitable Foundations
Lamont Learning
Centre, Osgoode Hall

February 13
The Society of Trust and Estate Practitioners
Elder Law: What You Need to Know
Private Company Planning Using Insurance
Rideau Club
Ottawa

February 14
American Bar Association
Ethical Issues In Trusts and Estates
Webcast/Teleconference

February 20
The Society of Trust and Estate Practitioners

Agricultural and Business Property Reliefs
Miskin Manor
Cardiff, Wales

February 20-22
American Bar Association
9th Annual Conference on Emerging Issues in Healthcare Law
Omni San Diego Hotel
San Diego, CA

February 21
The Society of Trust and Estate Practitioners
U.S. Estate Planning
Winnipeg, Canada

February 21
The Society of Trust and Estate Practitioners
STEP Bermuda 8th Annual Trust and Estates Conference
Bermuda

February 24-27
American Bankers Association
2008 Real Estate Lending Conference and Marketplace
Rancho Las Palmas Resort & Spa
Palm Springs, CA

February 25-26
The Sharpe Group
Planning Major Gifts
Chicago, IL

February 28-29
American Institute of Certified Public Accountants
Fair Value Measurement Workshop
AICPA Boardroom
New York, NY

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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