EVENTS AND CONFERENCE CALLS

Conference Calls

There are not any calls scheduled at this time. Please check back regularly for an updated list.

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"Non recourse life insurance financing schemes - estate planning panacea or dangerous scam?" Featuring Larry Brody of Bryan Cave. March 9, 2006

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" New estate tax mitigation ideas especially relevant to intellectual property owners, " featuring Ed McCaffery of Sonnenschein, Nath & Rosenthal and Jerry Hesch of Greenberg Traurig. September 27, 2005

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"New Solutions to the difficult estate tax problems faced by real estate developers and investors, " featuring Jonathan Blattmachr of Milbank, Tweed, Hadley & McCloy. June 21, 2005

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"Premium Financing - from the basics to cutting edge ideas" featuring Larry Brody of Bryan Cave. May 17, 2005

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"New, conservative idea to preserve cash equivalent investments from estate taxes," moderated by Stephen Wolff of Ashton Group. April 26, 2005

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" Priceless new tax ideas for art collectors ," featuring Roy Adams of Sonnenschein, Nath & Rosenthal and Michael Mendelsohn of Briddge Strategies, Heirs, and Philanthropy. Moderated by Stephen Wolff of Ashton Group. October 28, 2004

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UPCOMING EVENTS

Please check back regularly for an updated list of events.

The 41st Annual Heckerling Institute on Estate Planning - January 8-12, 2007 at The World Center Marriott in Orlando, FL.
Ashton Group will be exhibiting during this conference. Stop by and visit with our managing directors! Our booth (#142 & 143) will be open Monday through Thursday from 8am-5pm and Friday from 8am until noon.

PAST EVENTS

The 40th Annual Heckerling Institute on Estate Planning, January 2006, Miami, FL

The 42nd Annual Hawaii Tax Institute - October, 2005. Honolulu, HI

Ashton Group Sponsored Luncheon - " Financed life insurance policies and planning structures for the estate planner" - moderated by Stephen Wolff.

Jonathan Lurie and Stephen Wolff - "Practical and creative use of life insurance in the estate planning."

Ashton Group Cocktail Party - "A night with Roy Adams"

The 25th Annual Southern California Tax and Estate Planning Forum

October, 2005. San Diego, CA



39th Annual Heckerling Institute on Estate Planning, January 2005, Miami, FL.

Ashton Group panel discussion and teleconference. "T&E all stars tackle super-sized estate tax problems." Featuring Jonathan Blattmachr of Milbank, Tweed, Hadley & McCloy; Larry Brody with Bryan Cave; Jerry Hesch of Greenberg Traurig; Carlyn McCaffrey of Weil, Gotshal & Manges; Clary Redd of Sonnenschein Nath & Rosenthal;and Gideon Rothschild of Moses and Singer. Moderated by Stephen Wolff of Ashton Group.

    o  Request a CD 38th Annual Heckerling Institute on Estate Planning, January 2004, Miami, FL.

Ashton Group panel discussion and teleconference. "Are all of the great transfer tax ideas ... dead?" A frank and open discussion featuring a powerhouse panel including: Jerry Hesch of Greenberg Traurig; Susan Slater Jansen of Sonnenschein, Nath and Rosenthal; Gideon Rothschild of Moses and Singer; Larry Brody with Bryan Cave; and Carlyn McCaffrey of Weil, Gotshal & Manges. Moderated by Stephen Wolff of Ashton Group.

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The Southern California Estate Planning Forum, October 2003, San Diego, CA.

Ashton Group Panel Discussion - "Are all of the great transfer tax ideas ... dead?" A frank and open discussion featuring Jon Gallo of Greenberg Glusker, Jerry Hesch of Greenberg Traurig, Steve Oshins of The Law Offices of Oshins and Associates and Jonathan Lurie of McDermott, Will and Emery. Moderated by Stephen Wolff of Ashton Group.

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The 37th Annual Heckerling Institute on Estate Planning, January 2003Miami, FL.

Ashton Group Panel Discussion - "You've just saved your client $50 million in estate taxes, and you deserve a better payday, but how?" Panelists included Roy Adams, Jeffrey Verdon and Gordon Schaller. Moderated by Stephen Wolff of Ashton Group. Make the title in all lower case except the first letter.

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