53rd Annual Heckerling Institute on Estate Planning
January 14-18, 2019 | Orlando, Florida
The Nation’s Largest Gathering of Estate Planning Professionals
Join Us at Heckerling
Special Booth Appearances
During the times below, InterActive Legal authors, editors, contributors, and advisors will be available at our Heckerling booth to give their informal thoughts on current topics of interest, answer your questions, and discuss the benefits of InterActive Legal for your practice. Join us!
10:40am – Howard Zaritsky
3:40pm – Alan Gassman
TUESDAY – JANUARY 15
Michael L. Graham, Esq.
Jonathan G. Blattmachr, Esq.
WEDNESDAY – JANUARY 16
10:40am
Dennis Scott, Esq.
Sky Bergman
WEDNESDAY – JANUARY 16
3:30pm
10:40am – Austin Bramwell, Esq.
3:30pm – Martin Shenkman
THURSDAY – JANUARY 17
Natalie Choate
FRIDAY – JANUARY 18
10:40am
Visit booth 436 for product demonstrations, appearances by pioneering experts in Estate Planning, and a few surprises!
Stop by and enter to WIN an Amazon Echo!
If you haven’t experienced InterActive Legal yet,
what are you waiting for?
Live Screening:
Lives Well Lived
What a treat we have this year! Join us for the movie, “Lives Well Lived”—a private screening at our invitational luncheon.
A life well-lived is one worth planning. This film showcases just that. It highlights the many and varied legacies people want to leave behind, while inspiring estate planners to reach out to their clients with a renewed sense of commitment. We discovered this gem, thought it was timely and relevant, and wanted to share it with our valued subscribers. We hope that it provides the inspiration for you that it did for us.
Meet Filmmaker Sky Bergman, in person at our booth!
Notable Articles, Webinars, and Videos
Thank you for visiting our booth at the Heckerling Institute on Estate Planning. Below are notable assets we recently published that you may wish to revisit. Take advantage of our extensive legal knowledgebase filled with substantive articles, presentation materials, sample forms and other exclusive content developed by nationally renowned authors.
Articles
Trust and Related Planning Post 2017 Tax ACT
by Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq.
New VA Regulations for Aid & Attendance
by Elizabeth Q. Boehmcke, Esq.
- Part 1: Finally! VA Releases Regulations for Needs-Based Benefits
- Part 2: The Look-Back Period and Transfer Penalties
- Part 3: Deductible Medical Expenses
Webinars
Are You Already an Elder Lawyer?
How Estate Planners may be inadvertently (and successfully) practicing Elder Law
Complimentary Live Roundtable Event
Moderator: Vanessa L. Kanaga, JD
Panelists: H. Amos Goodall, CELA, Robert A Mason, J.D., and Cheryl L. Shaw, J.D.
Credit Shelter and Marital Trusts Following the 2017 Tax Act
(Webinar recording is currently unavailable)
Complimentary Webinar
Jonathan G. Blattmachr, Esq. and Teresa L. Bush, Esq.
Estate Planning Retainer Agreements/Engagement Letters
Complimentary Webinar
Presented by Martin M. Shenkman, Esq. and Sandra Glazier, Esq.
What Should We Do with the IRA?
Seeing your way through Planning for Retirement Benefits
Complimentary Live Roundtable Event
Moderator: Vanessa L. Kanaga, JD
Panelists: Christopher J. Denicolo, J.D.LL.M., Michael L. Graham, Esq., Salvatore LaMendola, Esq., and R. Hal Moorman, Esq.
Lessons Learned from High-Profile Estate Plans
Complimentary Live Roundtable Event
Moderator: Vanessa L. Kanaga, JD
Panelists: Teresa L. Bush, Esq., Lori Anne Douglass, Esq., Daniel J. Scott, Esq., and John J. Scroggin, J.D., LL.M.
Videos
Using DSUE or Creating Credit Shelter Trust
Designation of Beneficiary of IRA or Qualified Plan
Grantor vs. Non-Grantor Trusts
Flexibility in Modern Trust Drafting
