Heckerling Institute on Estate Planning
The Leading Estate Planning Program!
The Heckerling Institute on Estate Planning is the national gathering place for estate planners, including attorneys, charitable giving professionals, accountants, certified financial planners, investment advisors, trust officers, non-profit advisors, and educators. In addition to the highest quality educational programming, attendees enjoy unparalleled networking and professional development opportunities and can review the latest in technology products and services displayed by nearly 150 vendors in an exhibit hall dedicated entirely to the estate planning industry.
This year’s Institute offers practical guidance on both the tax and non-tax issues involved in individual and estate planning. In addition to traditional estate planning topics, the program will explore the increasingly important area of income tax planning for individuals, trusts, and estates, and will examine the intersection of income and wealth transfer tax planning. The program also includes extensive coverage of the non-tax topics of timely interest to estate planners, including asset protection, charitable giving, special needs planning, fiduciary administration, and planning with trusts. Attendees can choose to explore a broad range of topics in our general session lectures and afternoon panels, or can customize their educational experience by taking advantage of one of our specialized program tracks.
Some of the highlights of this year’s program include:
Recent Developments: This panel, featuring three of the nation's leading estate planning experts, will analyze the most significant legislative, regulatory and case law developments of 2014.
Focus Series: This unique series of programs will explore the intersection of income and wealth transfer tax planning including managing tax basis to reduce both income and transfer taxes, unwinding unwanted or outdated transactions, planning with SCINs and private annuities, tax procedure, and marital planning in light of portability.
New! Charitable Giving: A new series of programs will explore the attorney’s role as charitable gift advisor, provide strategies for drafting effective charitable gift agreements, and suggest cutting edge ideas for planning with split-interest trusts.
Financial Assets: Our financial asset series will examine planning strategies that can lower potential transfer taxes and reduce the net tax effect of a sale of assets, explore the use of life insurance as an asset class, compare planning with SCINs and private annuities, and focus on planning for retirement benefits.
Litigation and Tax Controversies: This series will review recent case law involving fiduciaries, examine will and trust provisions likely to lead to litigation, and consider the issues involved in contested guardianships.
Fundamentals: This year’s fundamentals programs will explore the rules of basis and their importance to estate planners, provide an overview of the income taxation of estates and trusts, and highlight some of the best and worst planning ideas for retirement benefits.
The Lloyd Leva Plaine Distinguished Lecture will feature Pulitzer Prize winning journalist David Cay Johnston who will share his ideas for an effective rewrite of the estate and gift tax.
Attending the Heckerling Institute is a valuable investment for every member of the estate planning team. Please join us in Orlando, January 12 - 16, 2015 to take advantage of this exciting event!