Heckerling Institute on Estate Planning Heckerling Institute on Estate Planning
57th-focus-series

Heckerling Institute on Estate Planning

START OFF THE NEW YEAR BY RECONNECTING WITH YOUR COLLEAGUES AT THE HECKERLING INSTITUTE!

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 57th Heckerling Institute covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.

The educational programming, presented by the nation’s leading experts, examines a wide range of today’s most important tax and non-tax planning issues and offers practical guidance on planning effectively in the current uncertain economic and legal environments.  The Recent Developments Panel analyzes the significant tax and non-tax developments of 2022, including the potential planning implications of the results of the mid-term elections, and of enacted or anticipated legislation. The panel reconvenes later in the week to answer questions submitted by attendees. The Lloyd Leva Plaine Distinguished Lecture  features Tax Court Judge Maurice B. Foley offering his insights on how a judge’s prior legislative and executive branch experience may impact their judicial philosophy.  During the remainder of the week attendees can benefit from programs covering a broad range of advanced level planning topics, or can customize their educational experience with the following specialized program tracks:

•  Focus Series - Planning for the Middle-Rich
•  Planning with Trusts
•  Business and Financial Assets
•  Litigation
•  International Planning
•  Charitable Giving and Philanthropy
•  Ethics
•  Fundamentals

We hope to see you in Orlando on January 9 - 13 for the 57th 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!

RECONNECT AT THE HECKERLING INSTITUTE!