Steve Akers: Heckerling Musings 2021 and Estate Planning Current Developments

Steve Akers has made available for download his summary of the 2021 Heckerling Program. The summary is as follows:

A summary of observations from some of the sessions at the 55th Annual Heckerling Institute on Estate Planning held virtually May 3-6, 2021, as well as observations from other current developments, is available on the link below.

Some of the topics include:

•Legislative proposals and developments (including deemed realization upon gift or death proposals)

•Planning in anticipation of possible retroactive legislation

•Fixing mistakes and retroactive revisions

•Recent case developments (including Estate of Michael Jackson and Estate of Morrissette)

•Wide variety of other current developments and practical planning issues

Click here to download the full summary.

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

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