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March

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March 6
The Society of Trust and Estate Practitioners
Shareholders’ Agreements and Related Issues
UBC Robson Square
Canada

March 9-11
Multiple Sponsors
20th Annual Hotel Investment Conference
Atlanta, GA

March 10-11
American Bankers Association
ABA Managed Account Forum
Manchester Grand Hyatt
San Diego, CA

March 11-13
Tenant-in-Common Association
TICA 5th Annual Symposium
Grand America Hotel
Salt Lake City, UT

March 12-14
American Bankers Association
ABA Wealth Management & Trust Conference
Manchester Grand Hyatt
San Diego, CA

March 17-19
The Sharpe Group
An Introduction to Planned Giving Seminar
The Westin Alexandria
Alexandria, VA

March 19
American Bar Association
Understanding Retirement Assets
ABA Center for CLE
Webcast/Teleconference

March 25
The Society of Trust and Estate Practitioners
Alter Ego Trusts & Other Extra-Testamentary Estate Planning
Bankers Hall Auditorium
Calgary

March 29-30
The Sharpe Group
An Introduction to Planned Giving Seminar
Oak Brook, IL

March 30-April 1
Million Dollar Roundtable Foundation
2008 MDRT Spring Phonathon hosted by OneAmerica
Indianapolis, IN

March 31
Philanthropy Roundtable
Helping People to Help Themselves. Microfinance: Beyond the Rhetoric
Santa Fe

Wealth Watch E-Letter Subscribe

Fate of Famed Art Collection Unresolved

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

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

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

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

By Donald H. Kelley

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

By Donald H. Kelley

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......

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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!...

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