January / February
(ABA National Community Bankers Conference Issue)

• Multiple Employer Plans: An Appealing Alternative?
• The Game Changer: Maximizing Use of $5 Million Gift and GST Tax Exemption
• Insights on Repurchase Agreements
• Euro Crisis Implications for the United States: The Domino Effect

Bonus Distribution:
ABA National Community Bankers Conference, February 19-22, Palm Desert, Calif.
ABA Seminar for Presidents, February 26-29, Bonita Springs, Fla.

Article submissions due: October 15, 2011
Advertising space closing: December 1, 2011
Advertising materials due: December 8, 2011

March / April
(ABA Wealth Management & Trust Conference Issue)

• Domestic Asset Protection Trusts: 15 Years after Alaska and Delaware
• The 409A Deferred Compensation Rules: Simplify or Repeal
• Challenges and Opportunities with Exchange Traded Funds (ETFs)
• Asset Custodial Issues and Delegation

Bonus Distribution:
ABA Wealth Management & Trust Conference, March 14-16, Phoenix

Article submissions due: December 15, 2011
Advertising space closing: February 1, 2012
Advertising materials due: February 8, 2012

May / June

• Fiduciary Exception to the Attorney-Client Privilege
• Additional SEC Initiatives under the Dodd-Frank Act
• The Innkeepers Decision and Investors' Standing to be Heard in Bankruptcy Cases
• Post-Mortem Planning for IRAs and Retirement Plans

Bonus Distribution:
ABA Stonier National Graduate School, May 31-June 7, Philadelphia

Article submissions due: February 15, 2012
Advertising space closing: April 2, 2012
Advertising materials due: April 9, 2012

July / August
(Annual Ethics Issue)

• Ethical Challenges in Wealth Management Sales and Servicing
• The Divergence of Prudence and Ethics
• Dodd-Frank and the Need for Ethics
• Fiduciary Litigation Highlights Ethical Dilemmas

Article submissions due: April 15, 2012
Advertising space closing: June 1, 2012
Advertising materials due: June 8, 2012

September / October
(ABA Trust Schools / ABA Annual Convention Issue)

• Substantiating Charitable Gifts
• Participant Level Fee Disclosures
• Alternative Investments: Different Strokes
• Developments Regarding Section 546(e) of the Bankruptcy Code

Bonus Distribution:
ABA National & Graduate Trust Schools, October 7-12, Atlanta, Ga.
ABA Annual Convention, October 14-17, San Diego, Calif.

Article submissions due: June 15, 2012
Advertising space closing: August 1, 2012
Advertising materials due: August 8, 2012

November / December

• Issues in Valuation
• Asset Protection Trusts
• The Challenges Facing the Credit Rating Agencies
• Cost Basis Transfer Statements

Article submissions due: August 15, 2012
Advertising space closing: October 1, 2012
Advertising materials due: October 8, 2012