Heckerling 2022

56th Annual Heckerling Institute on Estate Planning

March 28 – April 1, 2022 | Virtual Institute

InterActive Legal proudly continues to be a Platinum Sponsor of Heckerling Institute for Estate Planning

InterActive Legal’s 2022 Heckerling Round-Up

Originally Aired on Wednesday, April 20, 2022

With Jonathan G. Blattmachr, JD, Abigail E. O’Connor, Esq., and Martin M. Shenkman, Esq.

The 56th Annual Heckerling Institute of Estate Planning took place at the end of March, and as we have in prior years, InterActive Legal is proud to present its yearly round-up of the best topics that were discussed.

The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors, and wealth management professionals. This year we are honored to welcome attorney Abigail O’Connor, who will join Martin Shenkman and Jonathan Blattmachr to recount the important takeaways from the 2022 virtual conference. In this webinar, Abby, Marty, and Jonathan will provide a 90-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.

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 2023 conference, visit www.law.miami.edu/heckerling.

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During Heckerling 2022

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Did you miss our webinar on March 30, 2022?

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Notable Articles and Webinars

Thank you for visiting our virtual 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.

Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents
Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq.

Notable Articles

Flex your Beneficiaries: How to reduce Income Taxes and Maintain Creditor Protection
By Jonathan G. Blattmachr Esq. and Elizabeth Q. Boehmcke Esq.

Keeping Pace with Afterlife Innovation
by Lee Poskanzer, CEO & Founder, Directive Communication Systems, Inc.

Protecting Your Client’s Digital After Life
By Betsy Ehrenberg

Flexible, Cautious Drafting Can Save the Day – Even Publication 590-B is No Problem
by Elizabeth Q. Boehmcke, Esq.

Leave the Gift of True Thoughtfulness to Heirs
by David MacMahan

Notable Webinars

Flex Your Beneficiaries: How to Reduce Trust Income Taxes and Maintain Creditor Protection
InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries, while still taking advantage of the generally lower income taxes resulting if trust income can be taxed to beneficiaries.

California Proposition 19: What Estate Planners Need to Know
Gerald E. Lunn, Jr., Esq., Jonathan G. Blattmachr, Esq., and Teresa L. Bush, Esq.

Heckerling Review Webinar: 2021 Roundup of the 55th Annual Heckerling Institute on Estate Planning
Jonathan G. Blattmachr, Esq. Diana S. C. Zeydel, Esq., and Martin M. Shenkman, Esq.

This presentation was 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 visit law.miami.edu/heckerling.

Blockchain Technology and Estate Planning: Cryptocurrencies, NFT’s, e-Wills, and other ways blockchain may affect modern estates
Moderator: Vanessa L. Kanaga, Esq.| Panelists: Bridget J. Crawford, Matthew McClintock, Esq., and Marc Serota

Smaldino: Recent Tax Court Case has Important Lessons on How to do Estate Planning Right
Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq.

Legislative Update Corner

Looking for resources on planning for possible changes in tax law? Access Legislative Update Resources from InterActive Legal.

Webinars

House Estate Tax Proposal Requires Immediate Action
Jonathan G. Blattmachr, Esq. Robert S. Keebler, CPA, MST, AEP (Distinguished), and Martin M. Shenkman, Esq.

The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May Be Rocked
Jonathan G. Blattmachr, Esq., Professor Mitchell M. Gans, Robert Keebler, CPA, and Martin M. Shenkman, Esq.

Sanders and Other Tax Proposals: What They Mean and What to Advise Client to do Now
Jonathan G. Blattmachr, Esq., Robert S. Keebler, CPA, Joy Matak, JD, LLM, and Martin M. Shenkman, Esq.

Post-Election Estate Planning: In-Depth Discussion and Steps to Take with Clients
Jonathan G. Blattmachr, Esq., Robert S. Keebler, CPA, and Martin M. Shenkman, Esq.

GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning For This And Future Years
Jonathan G. Blattmachr, Esq., Robert Keebler, CPA, and Martin M. Shenkman, Esq.

Articles

Grantor and Non-Grantor Trusts: Some Thoughts About Turning Off Grantor Trust Status
By Jonathan G. Blattmachr Esq., Elizabeth Q. Boehmcke Esq., Teresa L. Bush Esq. and Vanessa L. Kanaga Esq.

The Waiting Game
By Jonathan G. Blattmachr Esq., Michael L. Graham, Esq., Elizabeth Q. Boehmcke Esq., Teresa L. Bush Esq. and Vanessa L. Kanaga Esq.

Planning in Upheaval
By Vanessa L. Kanaga Esq.

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InterActive Legal Heckerling Highlights

InterActive Legal proudly continues to be a Platinum Sponsor
of Heckerling Institute for Estate Planning

Hope to see you in person in January 2023

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.

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