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Heckerling Institute on Estate Planning
The Best Return on Your Continuing Education Investment!
The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals. It is designed for sophisticated attorneys, trust officers, accountants, insurance advisors, and wealth management professionals who are familiar with the principles of estate planning. This year’s Institute features:
Recent Developments: Complete coverage of the most significant recent and anticipated developments including planning strategies for the future.
Cutting Edge Planning Techniques: In-depth analysis and practical guidance on the latest planning strategies of interest to experienced planners.
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.
Focus Series on Closely-Held Business Planning: Comprehensive coverage of the issues involved in planning for the closely-held business, from the formation of the entity to disposition of the business interest.
Financial Assets Series: A look at the current economic forecast and its impact on estate planning, as well as the latest information on planning with GRATs and life insurance.
Litigation and Audit Issues: The latest on family limited partnership valuation and audit issues, as well as an update on fiduciary responsibility and liability in a changing economic environment.
Fundamentals Program: A thorough review of three important planning areas including choice of entity and buy-sell agreements, asset protection planning, and drafting retirement beneficiary designations.
Networking and Practice Development: An unparalleled opportunity to exchange ideas, network, and review the latest in technology, products and services displayed in an exhibit hall dedicated entirely to estate planning.
