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June

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June 5-6
The American Law Institute and American Bar Association
ALI-ABA Course of Study: Charitable Giving Techniques
Langham Hotel
Boston, MA

June 8-11
National Association of Certified Valuation Analysts
NACVA’s 2008 Fifteenth Annual Consultants’ Conference
The Wynn
Las Vegas, NV

June 12-13
The American Law Institute; American Bar Association
ALI-ABA Course of Study: How To Handle a Tax Controversy at the IRS and in Court
Renaissance Chicago Hotel
Chicago, IL

June 18
The Society of Trust and Estate Practitioners
Private Foundations: Opportunities & Challenges
Bankers Hall Auditorium
Calgary

June 18-20
American Institute of CPAs
AICPA Not-for-Profit Industry Conference
National Harbor, MD

June 18-20
Family Office Forum
14th Annual Family Office Forum
Marriott Downtown Magnificent Mile
Chicago, IL

June 23-257
American Bankers Association
ABA Forum for Fiduciaries
Hyatt Regency Chicago
Chicago, IL

June 23-25
The Sharpe Group

An Introduction to Planned Giving Seminar
The Westin New York
New York, NY

June 23-27
American Institute of Certified Public Accountants
AICPA Business Valuation School
Arizona Society of CPAs
Phoenix, AZ

June 26-28
Million Dollar Roundtable Foundation
MDRT Foundation Annual Meeting
Toronto

June 26-29
The American Counsel of Trust and Estate Counsel
ACTEC Summer Meeting
Coeur D’Alene, ID

 

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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