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Heckerling Institute on Estate Planning
All registrants must submit a Proof of Attendance form by JANUARY 27, 2012
in order to receive continuing education credit.
THE LEADING ESTATE PLANNING PROGRAM!
The Heckerling Institute on Estate Planning is the nation's leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals. The general session lectures and breakout sessions offer comprehensive coverage of the latest estate planning techniques and strategies, while special program tracks allow attendees to customize their educational experience and focus on those areas most relevant to their practice. In addition to traditional estate planning topics, this year's Institute offers programs on related areas that can enhance your practice such as elder law, asset protection, and income tax planning. Attendees also enjoy unparalleled networking and professional development opportunities that make attending the Heckerling Institute a valuable investment for every estate planning professional.
Recent Developments: The recent developments panel on Monday afternoon, featuring three of the nation's foremost estate planning experts, will guide you through the most significant legislative, regulatory and case law developments of 2011.
Focus Series: Today's estate planners and their clients are faced with uncertainty in both the legal and economic environments. The focus series will explore how to plan successfully in these uncertain times by building flexibility into the estate plan. The series will examine the use of powers of appointment, flexibility in the formation and operation of trusts, using the $5 million exclusion amount, portability, and effective planning techniques for estates of varying sizes.
Planning with Financial Assets: Our financial assets series will cover the benefits and drawbacks of using annuities in estate planning, planning with Roth IRAs, and best practices for monitoring life insurance policies in ILITs.
Litigation and Tax Controversies: This series will include sessions on the effective use of expert witnesses, how to properly maintain and administer FLPs, and how to avoid or litigate a financial elder abuse case.
Fundamentals: The Fundamentals programs are of interest to both new and experienced planners who would benefit from a comprehensive review of three important planning areas. The programs will cover powers of appointment, tax-exempt organizations and charitable gift planning, and the use of grantor trusts.
Networking and Practice Development: As the largest gathering of estate planning professionals in the country, the Institute offers a unique opportunity to exchange ideas, network, and review the latest in technology, products and services displayed by nearly 150 vendors in an exhibit hall dedicated entirely to the estate planning industry.
Valuable Resource Materials and Sample Forms: Valuable materials for your practice include outlines, case studies and sample forms prepared by the nation's leading experts.
Please join us in Orlando, January 9 – 13, 2012 to take advantage of this unique industry-wide gathering of estate planning professionals!