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    First Quarter, 2011

    2011 National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

    This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

    01/10/11 - 01/12/11 AICPA Advanced Personal Financial Planning Conference
    Las Vegas, NV
    American Institute of CPAs
    01/10/11 - 01/14/11 45th Annual Heckerling Institute on Estate Planning
    Orlando, FL
    University of Miami Law School
    01/15/11 - 01/19/11 International Forum Annual Meeting
    Phoenix, AZ
    The International Forum
    02/13/11 - 02/17/11 Arizona Institute 2010
    Tucson, AZ
    Society of Financial Service Professionals
    03/06/11 - 03/08/11 ABA Wealth Management & Trust Conference
    Miami Beach, FL
    American Bankers Association
    03/09/11 - 03/14/11 American College of Trust & Estate Counsel
    Phoenix, AZ
    American College of Trust & Estate Counsel
    03/20/11 - 03/23/11 GAMA International Leadership & Management Conference (LAMP)
    Washington, DC
    GAMA International
    03/24/11 - 03/25/11 Advanced Estate Planning Techniques
    San Francisco, CA
    American Law Institute - American Bar Association
    04/26/11 - 04/27/11 Pennell on Basic Wills and Trusts
    Philadelphia, PA
    American Law Institute - American Bar Association
    05/01/11 - 05/04/11 Association for Advanced Life Underwriting Annual Meeting
    Washington, DC
    Association for Advanced Underwriting
    05/01/11 - 05/04/11 The Association of Home Office Underwriters Annual Conference
    Las Vegas, NV
    The Association of Home Office Underwriters
    05/05/11 - 05/07/11 AICPA Conference on Tax Strategies for the High-Income Individual
    Las Vegas, NV
    American Institute of CPAs
    05/16/11 - 05/20/11 Planning Techniques for Large Estates
    Chicago, IL
    American Law Institute - American Bar Association
    05/18/11 - 05/20/11 National Association of Personal Financial Advisors National Conference
    Salt Lake City, UT
    National Association of Personal Financial Advisors
    05/19/11 - 05/21/11 National Academy of Elder Law Attorneys Elder and Special Needs Law Annual National Conference
    Las Vegas, NV
    National Academy of Elder Law Attorneys
    Spring 2011 Introduction to Partnership Taxation
    New York, NY
    New York University
    06/02/11 - 06/03/11 Charitable Giving Techniques
    Seattle, WA
    American Law Institute - American Bar Association
    06/05/11 - 06/08/11 Million Dollar Roundtable Annual Meeting
    Atlanta, GA
    Million Dollar Round Table
    06/10/11 - 06/10/11 3rd Annual NYU Tax Controversy Forum
    New York, NY
    New York University
    06/12/11 - 06/17/11 Estate Planning in Depth
    Madison, WI
    American Law Institute - American Bar Association
    06/21/11 - 06/26/11 American College of Trust & Estate Counsel
    Atlanta, GA
    American College of Trust & Estate Counsel
    06/25/11 - 06/30/11 American Association of Attorney - Certified Public Accountants 48th Annual Meeting & Education Conference
    Cruise
    AAA-CPA
    07/06/11 - 07/08/11 Estate Planning for the Family Business Owner
    Boston, MA
    American Law Institute - American Bar Association
    07/11/11 - 07/12/11 Summer Institute in Taxation
    New York, NY
    New York University
    07/14/11 - 07/15/11 Representing Estate and Trust Beneficiaries and Fiduciaries
    Chicago, IL
    American Law Institute - American Bar Association
    07/18/11 - 07/20/11 AICPA Advanced Estate Planning Conference
    Boston, MA
    American Institute of CPAs
    08/18/11 - 08/19/11 International Trust and Estate Planning
    Boston, MA
    American Law Institute - American Bar Association
    09/08/11 - 09/09/11 Sophisticated Estate Planning Techniques
    Boston, MA
    American Law Institute - American Bar Association
    09/10/11 - 09/14/11 National Association of Insurance and Financial Advisors Annual Meeting
    Washington, DC
    National Association of Insurance and Financial Advisors
    09/15/11 - 09/18/11 The FPA Experience (formerly called FPA Annual Meeting)
    San Diego, CA
    Financial Planning Association
    09/16/11 - 09/19/11 Financial Planning Association Annual Meeting
    San Diego, CA
    Financial Planning Association
    09/21/11 - 09/24/11 Top of the Table Annual Meeting
    Indian Wells, CA
    Million Dollar Round Table
    10/13/11 - 10/17/11 American College of Trust & Estate Counsel
    San Diego, CA
    American College of Trust & Estate Counsel
    10/16/11 - 10/18/11 American Council of Life Insurers Annual Conference
    Orlando, FL
    American Council of Life Insurers
    10/22/11 - 10/25/11 CPCU Society Annual Meeting
    Las Vegas, NV
    CPCU Society
    10/23/11 - 10/25/11 LIMRA Annual Conference
    New York, NY
    LIMRA
    10/23/11 - 10/28/11 American Bankers Association National Trust School
    Atlanta, GA
    American Bankers Association
    10/23/11 - 10/28/11 Institute on Federal Taxation
    New York, NY
    New York University
    11/07/11 - 11/08/11 AICPA National Tax Conference
    Washington, DC
    American Institute of CPAs
    11/08/11 - 11/09/11 National Academy of Elder Law Attorneys Elder Law Bootcamp
    Boston, MA
    National Academy of Elder Law Attorneys
    11/10/11 - 11/12/11 National Academy of Elder Law Attorneys Advanced Fall Institute
    Boston, MA
    National Academy of Elder Law Attorneys
    11/13/11 - 11/18/11 Institute on Federal Taxation
    San Francisco, CA
    New York University
    11/15/11 - 11/17/11 National Association of Independent Life Brokerage Agencies
    Phoenix, AZ
    National Association of Independent Life Brokerage Agencies
    11/16/11 - 11/18/11 NAEPC 48th Annual Conference
    San Antonio, TX
    National Association of Estate Planners & Councils
    12/12/11 - 12/13/11 30th Institute on State and Local Taxation
    New York, NY
    New York University

    If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

    An expanded calendar of events is available on 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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    Core Content Providers:

    American College of Trust and Estate Counsel

    CCH Estate Planning Review

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    WealthCounsel

    Edited by:


    Charlie Douglas,
    JD, CFP®, AEP®


    Susan P. Rounds,
    JD, CPA, LL.M. (taxation), AEP®

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