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June, 2009

2009-2010 Estate, Financial and Tax Conferences

Covering national programs sponsored by non-profit organizations. Dates and locations are subject to change.

June 14-19, 2009 Estate Planning in Depth
Madison, WI
American Law Institute - American Bar Association
July 9-10, 2009 Charitable Giving Techniques
Seattle, WA
American Law Institute - American Bar Association
July 13-15, 2009 Introduction to Trusts and Estates
Introduction to International Taxation

New York, NY
New York University
July 16-17, 2009 Advanced International Taxation
Institute on Federal Wealth Taxation

New York, NY
New York University
July 16-17, 2009 Representing Estate and Trust Beneficiaries and Fiduciaries
Chicago, IL
American Law Institute - American Bar Association
July 20-22, 2009 Introduction to Partnerships
New York, NY
New York University
July 22-24, 2009 Estate Planning for the Family Business Owner
Santa Fe, NM
American Law Institute - American Bar Association
August 19-21, 2009 American Bankers Association Advanced Trust Forum
Boston, MA
American Bankers Association
September 10-11, 2009 Sophisticated Estate Planning Techniques
Boston, MA
American Law Institute - American Bar Association
September 12-16, 2009 NAIFA Annual Meeting
Orlando, FL
National Association of Insurance and Financial Advisors
October 1-2, 2009 International Trust and Estate Planning
Boston, MA
American Law Institute - American Bar Association
October 7-10, 2009 Top of the Table
Kauai, HI
Million Dollar Round Table
October 10-13, 2009 Financial Planning Association Annual Meeting
Anaheim, CA
Financial Planning Association
October 25-31, 2009 American Bankers Association National Trust School
Emory University, Atlanta, GA
American Bankers Association
October 26-29, 2009 FSP Forum 2009
Phoenix, AZ
Society of Financial Service Professionals
November 11-13, 2009 NAEPC 46th Annual Conference
Amelia Island, FL
National Association of Estate Planners and Councils
November 16-20, 2009 Planning Techniques for Large Estates
San Francisco, CA
American Law Institute - American Bar Association
January 10-14, 2010 Arizona Institute 2010
Phoenix, AZ
Society of Financial Service Professionals
January 25-29, 2010 44th Annual Heckerling Institute on Estate Planning
Orlando, FL
University of Miami Law School
September 11-15, 2010 NAIFA Annual Meeting
Orlando, FL
National Association of Insurance and Financial Advisors
October 8-10, 2010 FSP Forum 2010
Orlando, FL
Society of Financial Service Professionals
October 9-12, 2010 Financial Planning Association Annual Meeting
Denver, CO
Financial Planning Association
November 10-12, 2010 NAEPC 47th Annual Conference
San Diego, CA
National Association of Estate Planners and Councils
January 10-14, 2011 45th Annual Heckerling Institute on Estate Planning
Orlando, FL
University of Miami Law School
October 18-20, 2011 FSP Forum 2010
San Diego, CA
Society of Financial Service Professionals

If you know of other national programs, please send your information to Jeff@scrogginlaw.com.

For an even more Comprehensive Calendar of Events go to Steve Leimberg's Website at www.leimbergservices.com.

ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. See complete disclaimer.

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