59th Annual Heckerling Institute on Estate Planning
January 13-17, 2025, Orlando World Center Marriott, Orlando, Florida
The Nation’s Largest Gathering of Estate Planning Professionals
InterActive Legal is once again a Proud Platinum Sponsor
at the Heckerling Institute on Estate Planning.
The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team including attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors. In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities, including the nation’s largest exhibit hall dedicated entirely to the estate planning industry.
Thank you Natalie B. Choate
ILS Special Advisor on Retirement Benefits
Thank you Natalie Choate, ILS Special Advisor on Retirement Benefits, for your continued support and contributions to InterActive Legal and our subscribers. We were honored to host Natalie at our exhibit booth at the 59th Annual Heckerling Institute on Estate Planning.
Winner of our Heckerling Booth Raffle
Erika Morales, Johns Creek, GA
Complimentary Access to timely content
from InterActive Legal’s experts
2024 End of Year Webinar Series
- Corporate Transparency Act: Filing Requirements – Practical Panel Discussion On What To Do Now?
- Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment
- Step Transaction Doctrine Remains A Key Concern for Successful Planning
- Corporate Transparency Act (CTA) and Trusts
- Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum
Coming Soon . . . InterActive Legal’s NEW Speaker Series
Speaker Series presents
- Abigail O’Connor, JD – Jan 8
- Salvatore LaMendola, Esq. – Jan 22
- Sean Healyy, Esq. – Feb 5
- Amos Goodall, Esq.– Feb 19
- Deirdre Wheatley-Liss, Esq. – Mar 5
- Vanessa Kanaga, Esq. – Mar 19
The ILS Speaker Series seeks the best and the brightest estate planning attorneys
to share their expertise with their peers.
CTA Attorney Resource Center
This CTA Attorney Resource Center contains a variety of resources including webinars, articles, and links to resources provided by the Financial Crimes Enforcement Network or “FinCEN.”
Complimentary Articles
- Third-Party Pooled Special Needs Trust Topics to Discuss with Your Client
By Joanne Marcus - Beware of a Spousal Rights Trap That “May Be” in a Revocable Trust
Doyle Sanders, ILS Advisor - Finally Final SECURE Regulations
InterActive Legal Content Team - Estate Planning Excellence: The ACE Roadmap to Success
Laura Cowan Esq. - Always Learning
Teresa L. Bush Esq.
Complimentary Webinars
Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered
Presented by Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans,
Robert S. Keebler CPA, and Martin M. Shenkman Esq.
Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions
Presented by Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans,
Robert S. Keebler CPA, and Martin M. Shenkman Esq.
Noncompete Ban: What Every Estate Planner Must Know About the FTCs New Rule and Its Impact on Estate Planning
Presented by Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and David J. Ritter, Esq.
Meet Our Heckerling Team
Be sure to stop by InterActive Legal’s exhibit booth #436
to meet members of our team.
Michael L. Graham, Esq.
Chairman, Co-Founder, and Co-Author of Wealth Transfer Planning™
Jonathan G. Blattmachr, JD
Editor-in-Chief, Co-Founder, and Co-Author of Wealth Transfer Planning™
Mike Welch
CEO
Teresa L. Bush, Esq.
Attorney, Director of Education and Support Services
Elizabeth Q. Boehmcke, Esq.
Attorney, Director of Content Development
Mohineet Khosla, Esq.
Attorney, Content Specialist
Deslin Simmons
Senior Application Developer
Amanda Boardman
Customer Success Manager
Steven Palumbo
Regional Sales Consultant
Lisa Briley
Regional Sales Consultant
Matt Tove
Director of Marketing and Sales
Suzanne Marler
Director of Customer Success and Human Resources
Deanne McDougall
Operations Manager
See How InterActive Legal Can Help Grow Your Practice
If you haven’t experienced InterActive Legal yet,
what are you waiting for?
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.
