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June

View by Month:     2009

 

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 10 – June 12, 2009
American Bar Association Section of Taxation/Section of Real Property, Trust and Estate Law Twenty Third Annual National Institute on ERISA Basics
Chicago, IL
Continuing Education Credits Available: Yes
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June 10 – June 12, 2009
East Coast Private Family Office Invitational
Naples, FL
Continuing Education Credits Available:

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 13 – June 17, 2009
American Bar Association Section of Real Property, Trust and Estate Law Skills Training for Estate Planners CLE Program
New York, NY
Continuing Education Credits Available: TBD
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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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View July events


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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...

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...

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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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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!...