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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

Wealth Watch E-Letter Subscribe

Build a Better Endowment

By David Thayne Leibell, partner in the Stamford, Conn. and NYC offices of Wiggin and Dana LLP

Solid university endowments can survive economic storms...

A Pitch for Privacy Rights

By John T. Brooks, partner, and Samantha E. Weissbluth,
senior counsel, Foley & Lardner LLP, Chicago

Milwaukee Brewers relief pitcher asks court to seal the records of his wife’s cocaine-related death...

View Past Wealth Watch E-letters...

Bookstore / Library

Tech E-Letter Subscribe

Accruit

By Donald H. Kelley

Streamlining the management of like-kind exchanges...

Analyzing ILITs

By Donald H. Kelley

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

View Past Technology Review Newsletters

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......

More Podcasts...

Webinars

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!...

The Electronic Practice

Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Available On Demand!...

More Webinars...

Press Releases

Findings from the Third Annual Industry Trends Survey

WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....

More Press Releases...

2009 Events