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May 3 – May 6, 2009
Association for Advanced Life Underwriting 2009 Annual Meeting
Washington. DC
Continuing Education Credits Available: Yes
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May 4 – May 6, 2009
American Institute of CPAs Practitioners Symposium
Las Vegas, NV
Continuing Education Credits Available: Yes
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May 5-6
The Sharpe Group
Planning Major Gifts
New Orleans, LA

May 5-7
American Institute of Certified Public Accountants
AICPA Practitioners Symposium
Caesars Palace
Las Vegas, NV

May 5-7
The Society of Trust and Estate Practitioners
10th Annual STEP Caribbean Conference
Sheraton Panama Hotel & Convention Center
San Francisco, Panama

May 5-9
American Institute of Certified Public Accountants
AICPA Business Valuation School
AICPA Boardroom
New York, NY

May 7 – May 8, 2009
American Institute of CPAs Conference on Tax Strategies for the High-Income Individual
Las Vegas, NV
Continuing Education Credits Available: Yes
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May 8-9
American Institute of Certified Public Accountants
Tax Strategies for the High Net Worth Individual
Bellagio
Las Vegas, NV

May 8-10
American Bar Association
2008 May Meeting
Loews & Ritz
Las Vegas, NV

May 11-17
Cannon Financial Institute
Cannon Trust School I, II and III
Pepperdine University
Malibu, CA

May 14-15
Family Office Exchange

Wealth Advisor Forum
Sunny Isles Beach, FL

May 18-24
Cannon Financial Institute
Cannon Trust Fundamentals
Southern Methodist University
Pepperdine University
Malibu, CA

May 20-28
Financial Research Associates, LLC
The 77th Family Office Symposium
The Fairmont Turnberry Isle Resort & Club
Miami, FL

May 18-24
Cannon Financial Institute
Fiduciary and Investment Risk Management I, II and III
Pepperdine University
Malibu, CA

May 18-24
Cannon Financial Institute
Investment Planning
Pepperdine University
Malibu, CA

May 19
Florida Bankers Association
Advance Trust Symposium
Grand Hyatt Tampa Bay
Tamapa Bay, FL

May 19
The Society of Trust and Estate Practitioners
STEP Spring Series
London

May 19-21
The American Law Institute
2008 Annual Meeting
Renaissance Mayflower Hotel
Washington, D.C.

May 20
The Society of Trust and Estate Practitioners
Succession Planning Issues Involving a Corporation
Lamont Learning Centre
Toronto

May 20-28
Financial Research Associates, LLC
The 77th Family Office Symposium
The Fairmont Turnberry Isle Resort & Club
Miami, FL

May 21
American Bar Association
Probate is Dead
ABA Center for CLE
Webcast/Teleconference

May 21
The Society of Trust and Estate Practitioners
Reflections on the Strother Decision
Bankers Hall Auditorium
Calgary

May 27
The Society of Trust and Estate Practitioners
STEP/NYSB Fourth International Estate Planning Institute
Marriott Marquis Hotel
New York, NY

May 27 – May 30, 2009
National Association of Certified Valuation Analysts Sixteenth Annual Consultants’ Conference
Boston, MA
Continuing Education Credits Available: Yes
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May 28
The Society of Trust and Estate Practitioners
Trustee and Succession Law Reform
Fairmont Waterfront Centre Hotel
Vermont, Canada

 

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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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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!...