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November

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November 5-7
The Sharpe Group
An Introduction to Planned Giving Seminar
Washington, D.C.

November 5-8
Philanthropy Roundtable
Annual meeting
The Ritz-Carlton
Naples, FL.

November 9-12
American Bankers Association
ABA Annual Convention
San Francisco Hilton
San Francisco, CA

November 12-14
National Association of Estate Planners & Councils
NAEPC 45th Annual Conference
Doubletree Paradise Valley
Phoenix/Scottsdale, Ariz.

November 16 – November 20, 2009
American Law Institute/American Bar Association Planning Techniques for Large Estates
San Francisco, CA
Continuing Education Credits Available: Yes
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November 17-18
The Sharpe Group
Integrating Major and Planned Gifts
Chicago, IL

November 19-21
National Association of Real Estate Investment Trusts
NAREIT Annual Convention
Manchester Grand Hyatt
San Diego, CA

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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