Associations Archive

AICPA Guide on SEC and State Regulations 

AICPA introduces guide for members on SEC and state regulations for investment adviser registration ...

2009 MDRT Executive Committee Announcement 

The Million Dollar Round Table (MDRT) has named Walton W. Rogers, CLU, ChFC, President of the 2008–2009 MDRT Executive Committee....

Family Office Exchange Further Commits to International Growth 

Family Office Exchange (FOX), the leading provider of research, education and networking services to private wealth owners, family office executives and wealth advisors, today reaffirmed its commitment to global growth, adding two more senior executives to its international practice based in London....

Dallas Lawyer Elected as Chair of the American Bar Association Section of Real Property, Trust and Estate Law 

The American Bar Association Section of Real Property, Trust and Estate Law has elected Dallas lawyer Steve Akers as chair of the section....

Tenant-In-Common Association Encourages Highest Ethical Standards with New Best Practices Guide 

The Tenant-In-Common Association (TICA) promotes the highest ethical standards in the commercial real estate industry with the release of its new 2008 Guide to Certain TIC Best Practices....

AICPA Survey of CPA Financial Planners 

-Having enough money to retire and pay for major life needs - healthcare and education - are top concerns of Americans facing financial pressures, according to CPA financial planners surveyed by the American Institute of Certified Public Accountants...

Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

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Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

E-Newsletter Signup

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T&E eNewsletters

Wealth Watch

Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.

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Tech. Review

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

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Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

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2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

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