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53rd Annual Heckerling Institute on Estate Planning
January 14-18, 2019 | Orlando, Florida

The Nation's Largest Gathering of Estate Planning Professionals

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!

Alan GassmanHoward Zaritsky TUESDAY - JANUARY 15
10:40am - Howard Zaritsky
3:40pm - Alan Gassman

Michael GrahamJonathan Blattmachr
10:40am - Jonathan Blattmachr, Mike Graham

Dan ScottSky Bergman 3:30pm - Sky Bergman, Dan Scott

Martin ShenkmanAustin Bramwell THURSDAY - JANUARY 17
10:40am - Austin Bramwell
3:30pm - Martin Shenkman

Natalie Choate FRIDAY - JANUARY 18
10:40am - Natalie Choate

If you haven't experienced InterActive Legal yet, what are you waiting for?

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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.

Lives Well Lived

Meet Filmmaker Sky Bergman, in person at our booth!

Lives Well Lived

Visit booth 436 for product demonstrations, appearances by pioneering experts in Estate Planning, and a few surprises!

Win an EchoJohn Kea

Congrats to the winner of our Amazon Echo drawing
John Kea, Executive VP and General Counsel, Southern Baptist Foundation.

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.



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.

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.



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


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InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901