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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

Wealth Watch E-Letter Subscribe

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...

View Past Wealth Watch E-letters...

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Gsphere

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

Evaluate retirement projections with this online tool...

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Past Issues

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  • February Issue

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!...