Steve Akers: Heckerling Musings 2020 and Other Current Developments

Steve Akers has made available for download his Heckerling Musings 2020. The Abstract is as follows:

A summary of observations from some of the sessions at the 54th Annual Heckerling Institute on Estate Planning held in Orlando, Florida the week of January 13, 2020, as well as observations from other current developments, is available on the link below.

Some of the topics include:

•Trust design issues

•GST exemption allocations and planning for nonexempt trusts

•S corporation issues for estate planners

•Wide variety of other current developments and practical planning issues

Please click here for a more detailed analysis.  

You can also find a Current Developments summary with developments throughout 2019 posted on the Insights for Professional Partners home page. There, you can also find various summaries from 2008 to the present by filtering articles by topic or year.

To download full report, click Steve Akers: Heckerling Musings 2020 and Other Current Developments.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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