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September

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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

Build a Better Endowment

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

Solid university endowments can survive economic storms...

A Pitch for Privacy Rights

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

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

View Past Wealth Watch E-letters...

Bookstore / Library

Tech E-Letter Subscribe

Accruit

By Donald H. Kelley

Streamlining the management of like-kind exchanges...

Analyzing ILITs

By Donald H. Kelley

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

View Past Technology Review Newsletters

Past Issues

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

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!...

More Webinars...

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....

Trusts & Estates