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

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First Quarter, 2011

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.

Core Content Providers:

American College of Trust and Estate Counsel

CCH Estate Planning Review

Steve Leimberg's Information Services

Trusts & Estates Magazine (NAEPC Member Value Partner)

WealthCounsel

Edited by:

Charlie Douglas,
JD, CFP®, AEP®