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60th Annual Heckerling Institute on Estate Planning
The Nation’s Largest Gathering of Estate Planning Professionals
January 12 @ 8:00 am – January 16 @ 5:00 pm
Orlando World Center Marriott, Orlando, Florida
InterActive Legal is once again a Proud Platinum Sponsor
at the Heckerling Institute on Estate Planning
The Heckerling Institute on Estate Planning — where the future of estate planning takes shape through world-class programming, invaluable networking opportunities, and the industry’s largest exhibit hall dedicated exclusively to estate planning solutions.
Many thanks to our subscribers, future subscribers, and wonderful staff for making the 60th annual Heckerling Institute on Estate Planning a great success!
Thank you Natalie Choate
for your continued support and contributions
to InterActive Legal and our subscribers.
InterActive Legal was honored to host
Natalie B. Choate
ILS Special Advisor on Retirement Benefits
at our exhibit booth.
Heckerling Booth Raffle
Winner
Free Post-Event Webinar
Heckerling Themes and Takeaways:
Reviewing the Most Important Topics Discussed at the 2026 Institute and More
Date and Time: Thursday, January 29, 2026, 4:00pm – 5:30pm ET
Presented by: Jonathan Blattmachr, JD, Abigail E. O’Connor, JD, Martin Shenkman, Esq., and Thomas A. Tietz, JD
What Heckerling 2026 Means for Estate Planning Attorneys
This year’s Heckerling Institute highlighted major issues estate planners are already confronting—from jurisdictional planning challenges and fiduciary risk to global investors and evolving trust strategies. This webinar distills those discussions into a focused, practical session led by experienced practitioners who translate Heckerling insights into real-world planning considerations you can apply immediately.
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 2026 conference, visit www.law.miami.edu/heckerling.
Complimentary Access to timely content
from InterActive Legal’s experts
Attorney News Blog
Our Attorney News Blog provides timely knowledge to help attorneys succeed in the evolving areas of Estate Planning, Tax Planning, and Elder Law.
- Getting In Front of New Clients: Don’t Let AI Eat Your Lunch!
Matt Tove - Stuck in the Middle: The Ethics of Representing Couples in Estate Planning
Vanessa L. Kanaga, Esq. - Death, Taxes, Certainty, and Uncertainty
Teresa L. Bush, Esq - Estate Planning for Mid-Net Worth Families: A Guide in Blog Form
Deirdre Wheatley-Liss Esq. - Navigating the SECURE Act: Implications for Estate Planning with Retirement Accounts Salvatore LaMendola Esq.
OBBBA Webinar Series
The Big Beautiful Bill (BBB), or the One, Big, Beautiful Bill (OBBBA) is now law. What does this mean to planning? Learn from our panel of experts: Jonathan G. Blattmachr, Alan S. Gassman, Robert S. Keebler, CPA, and Martin M. Shenkman.
- Part 1: One Big Beautiful Estate Planning Webinar – What to do Now
- Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits
- Part 3: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations
- Part 4: Basis Planning Post OBBBA
- Part 5: Basis, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning
Speaker Series Webinars
The InterActive Legal Speaker Series seeks the best and the brightest estate planning attorneys to share their expertise with their peers.
- Digital Assets: Handling a Decedent’s Online Presence
Lee Poskanzer - Artificial Intelligence and the Estate Planner – Resistance is Futile
Professor Gerry W. Beyer - Estate Planning When Estate Taxes Don’t Matter
Teresa L. Bush, Esq. - You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions
Abigail O’Connor, JD - Cutting the Cord: Tax Implications of Expatriation
Sebastian Orozco Segrera, Esq.
Hot Topic Webinars
Join our nationally renowned experts as they share essential valuable information on Hot Topics relevant to your practice and clients.
- Practice Better: AI, Planning Numbers, Defensive Steps and More
Martin M. Shenkman, Esq., and Alan S. Gassman, Esq. - SLATs for Clients with Less than $30 Million
Jonathan G. Blattmachr, JD, Robert S. Keebler, CPA, and Martin M. Shenkman, Esq. - Ensuring Your Wellness: The Daily Steps an Estate Planner Can Take to Enhance Happiness and Health
Martin M. Shenkman, Esq., Louis S. Harrison, Esq., and Amanda Koplin - Well-Being Trusts: Beyond Distribution Standards
Jonathan G. Blattmachr, JD, Abigail O’Connor, JD, Martin M. Shenkman, Esq.,and Todd Flubacher, Esq. - Future of Estate Planning Profession
Jonathan G. Blattmachr, JD, Martin M. Shenkman, Esq., Louis S. Harrison, Esq., and Alan F. Rothschild Jr.
View our Webinar Catalog for a complete listing of InterActive Legal webinars.
Meet Our Heckerling Team
Jonathan G. Blattmachr, Esq.
InterActive Legal Editor in Chief and Co-Founder
Michael L. Graham, Esq.
InterActive Legal Chairman and Co-Founder
Mike Welch
Chief Executive Officer
Teresa L. Bush, Esq.
Director of Education and Support Services
Mohineet Khosla, Esq.
Director of Content Development
Rebecca Strub, Esq.
Legal Content Manager
Deslin Simmons
Senior Application Developer
Matthew Tove
Director, Marketing & Sales
Lisa Briley
Regional Sales Consultant
Steven Palumbo
Regional Sales Consultant
Suzanne Marler
Director of Customer Success and Human Resources
Amanda Boardman
Content Success Manager
InterActive Legal Advisors Attending Heckerling
Connect, Collaborate and Create ®
Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
