The 54th Annual Heckerling Institute on Estate Planning is being held January 13-17, 2020.
The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals. The program is designed for sophisticated attorneys, trust officers, accountants, insurance advisors, and wealth management professionals who are familiar with the principles of estate planning. The Institute offers something of interest to every member of the estate planning team.
As is tradition, the American Bar Association is publishing summaries of key parts of the Heckerling Programs. Links to the ABA posts are as follows:
- January 9, 2020: Heckerling 2020 – Introduction Part 1: This Introduction Part 1 covers the Institute Opening Reception, its Scope, the Faculty, the Advisory Committee, the Sponsors and the Vendors, plus general information about the Institute.
- January 9, 2020: Heckerling 2020 – Introduction Part 2: A complete listing of the proceedings and the Institute’s 2020 brochure are available at www.law.miami.edu/heckerling and the listing of the proceedings are included in this Introduction Part 2.
- January 13, 2020: Ten Common GST Planning Mistakes.
- January 15, 2020: Heckerling 2020 – Report 3: Monday Morning Fundamentals Session and Monday Afternoon Recent Developments Session.
- Samuel A. Donalds: The Life-Changing Magic of Grantor Trusts.
- Turney P. Berry, Steve R. Akers & Carol A. Harrington: Recent Developments 2019
- January 16, 2020: Heckerling 2020 – Report 4: Peripatetic Clients, Modern Ethics Issues, Defensive Planning in an Era of Powell Paranoia, and the Future of Financial Warfare in the Era of Great Power Competition.
- January 16, 2020: Heckerling 2020 – Reports 5: Special Needs Trusts, Representing Global Families, S Corporations, and Dynasty Trusts.
- January 16, 2020: Heckerling 2020 – Report 6: a trustee’s duty to disclose, planning with grantor and non-grantor trusts, and the recent developments.
- January 17, 2020: Heckerling 2020 – Report 7: Planning with grantor and non-grantor trusts; the use of charitable trusts.
- Heckerling 2020 – Report 8: Fundamentals session on life insurance and special sessions on trust provisions and planning for global clients, and key provisions and clauses for trusts.
- Heckerling 2020 – Report 9: Planning for tangible personal property, changing domicile, avoiding common trustee liability problems, privilege and ethics problems.
- Heckerling 2020 – Reports 10: estate planning and S corporations and opportunity zones; securities law issues for estate planners; planning and defending FLPS and LLCs with bad facts
- Heckerling 2020 – Reports 11: the SECURE Act and planning with inherited retirement benefits, planning for GST with Nonexempt trusts.
- Heckerling 2020 – Reports 12: Balancing seniors’ vulnerability and autonomy; unwinding family foundations; and family governance.
- Heckerling 2020 – Reports 13: Review of 2019 Fiduciary Cases; DAPT Planning; Planning for and Administering Digital Assets.
- Heckerling 2020 – Reports 14: The intersection of estate planning and Gray Divorce; income tax issues affecting estate planning; the inside view of corporate fiduciaries.
- Heckerling 2020 – Reports 15: International Estate Planning Clients After Tax Reform; Charitable Giving with Retirement Benefits; Industry Trends.
- Heckerling 2020 – Reports 16: sponsor list.
- Heckerling 2020 – Reports 17: Omnibus Report – includes all reports, 1-16 inclusive.
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.