Heckerling Institute on Estate Planning


The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team including attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.  In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities, including the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

The educational programming, presented by the nation’s leading experts, offers comprehensive coverage of today’s most important tax and non-tax planning issues, and offers practical guidance on planning effectively in an unpredictable economic and legal environment. The Recent Developments Panel analyzes the significant tax and non-tax developments of 2024 and provides valuable insights on what might lie ahead. The same panel of experts reconvenes later in the week to answer questions from attendees.  During the remainder of the week-long program, attendees can benefit from presentations covering a broad range of advanced level planning topics, or can customize their educational experience with the following specialized program tracks.

We hope to see you in Orlando on January 13– 17, 2025 for the 59th Annual Heckerling Institute on Estate Planning. Although it will be possible to attend virtually, we encourage you to join us in person in Orlando.  On-site attendees will enjoy connecting with colleagues both old and new at social and networking events scheduled throughout the week-long Institute. On-site attendees will also enjoy the opportunity to review the latest in technology, goods and services in our unique exhibit hall dedicated entirely to the estate planning industry.  Please join us in Orlando to take advantage of this exciting professional opportunity!