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September

View by Month:     2009

 

September 10 – September 11, 2009
American Law Institute/American Bar Association Sophisticated Estate Planning Techniques
Boston, MA
Continuing Education Credits Available: Yes
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September 12 – September 16, 2009
National Association of Insurance and Financial Advisors Annual Meeting
Orlando, FL
Continuing Education Credits Available: Yes
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September 23 – September 25, 2009
2009 Family Firm Institute Annual Conference
New York, NY
Continuing Education Credits Available: Yes
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September 24 – September 26, 2009
American Bar Association Section of Taxation/Section of Real Property, Trust and Estate Law Joint Fall CLE Meeting
Chicago, IL
Continuing Education Credits Available: Yes
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September 30, 2009
Jerry A. Kasner Estate Planning Symposium
San Jose, CA
Continuing Education Credits Available:
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View October events

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...

View Past Wealth Watch E-letters...

Tech E-Letter Subscribe

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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Bookstore / Library

Past Issues

  • August Issue
  • July Issue
  • June Issue
  • May Issue
  • April Issue
  • March Issue
  • February Issue

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

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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