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Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2024 Institute
January 25 @ 2:00 pm – 3:30 pm EST
The 58th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 8-12, 2024. The Institute is the preeminent estate planning conference of the year and always has a week full of valuable seminar sessions covering a broad range of estate planning for all types of practitioners and all types of clients. Not only does the Institute inform practitioners of new developments from the past year and state of the art estate planning techniques, but it also includes an array of eclectic topics to broaden the knowledge and perspective of practitioners attending.
This year’s Institute covered a myriad of new statutes and cases, addressing such topics as:
- the Corporate Transparency Act
- fiduciary litigation
- adequate disclosure on gift tax returns
- potential gift and other tax issues from decanting or modifying trusts
- Secure Act planning
- GRAT techniques
- basis step-up
- creative partnership planning
- and much more
In addition, topics such as diversity, ESG investing, foreign trusts, cybersecurity, and more served to broaden the perspective of practitioners.
While it is impossible to condense this massive amount of education into 90 minutes, this presentation will give attendees who attended the conference, and especially those who did not, an overview of some of the highlights of this year’s Institute and identify some of the themes of the Institute that will inform attendees of what to expect in 2024.
This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, including the 2024 conference, visit www.law.miami.edu/heckerling.
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Webinar Sponsors
Speakers
Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.
Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of eight books and more than 500 articles on estate planning and tax topics.
Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow of The New York Bar Foundation and a member of the American Bar Foundation.
Abigail O’Connor is a trust and estates attorney in private practice in Anchorage, Alaska. Her practice focuses on estate planning and trust administration. She is a Fellow of the American College of Trust and Estate Counsel, Vice President of the Alaska Trust and Estate Professionals, Member of the Executive Board of the Estate Planning and Probate Section of the Alaska Bar Association, and Past President of the Anchorage Estate Planning Council.
Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”