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October

View by Month:     2009

 

October 1 – October 2, 2009
American Law Institute/American Bar Association International Trust and Estate Planning
Boston, MA
Continuing Education Credits Available: Yes
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October 1 – October 3, 2009
Philanthropy Roundtable 2009 Annual Meeting
Colorado Springs, CO
Continuing Education Credits Available:
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October 7 – October 10, 2009
Million Dollar Roundtable Top of the Table Annual Meeting
Kauai, HI
Continuing Education Credits Available:
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October 10 – October 13, 2009
Financial Planning Association Annual Conference
Anaheim, CA
Continuing Education Credits Available: Yes
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October 14 – October 17, 2009
National Conference on Philanthropic Planning
National Harbor, MD
Continuing Education Credits Available: Yes
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October 19 – October 23, 2009
Forty Fourth Annual Southern Federal Tax Institute
Atlanta, GA
Continuing Education Credits Available: Yes
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October 25 – October 28, 2009
American Bankers Association Annual Convention
Chicago, IL
Continuing Education Credits Available:
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October 25 – October 30, 2009
American Bankers Association National Trust School
Atlanta, GA
Continuing Education Credits Available: Yes
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October 25 – October 30, 2009
American Bankers Association Graduate Trust School
Atlanta, GA
Continuing Education Credits Available: Yes
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October 26 – October 28, 2009
Society of Financial Service Professionals Forum 2009
Phoenix, AZ
Continuing Education Credits Available: Yes
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View November events


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Build a Better Endowment

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A Pitch for Privacy Rights

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

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Accruit

Streamlining the management of like-kind exchanges...

Analyzing ILITs

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......

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!...

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....

2009 Events