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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 6 – June 11, 2009
Million Dollar Roundtable 2009 Annual Meeting
Indianapolis, IN
Continuing Education Credits Available:
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June 8 – June 10, 2009
The Sixteenth Annual Family Office Forum
Chicago, IL
Continuing Education Credits Available:
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June 8-11
National Association of Certified Valuation Analysts
NACVA’s 2008 Fifteenth Annual Consultants’ Conference
The Wynn
Las Vegas, NV

June 11 – June 13, 2009
American Law Institute/American Bar Association Fundamentals of Estate Planning
Boston, MA
Continuing Education Credits Available: Yes
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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 14 – June 19, 2009
American Law Institute/American Bar Association Estate Planning in Depth
Madison, WI
Continuing Education Credits Available: Yes
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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

 

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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...

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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...

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Comprehensive analysis of investment diversification...

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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!...