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Heckerling 56th Annual Heckerling Institute on Estate Planning

Heckerling has been CANCELED

We’re sorry that we will miss the chance to connect with you at Heckerling this year.

We were looking forward to the return of the live event, but completely understand the need for the Institute to cancel.

Check below for complimentary content from InterActive Legal.

InterActive Legal proudly continues to be a Platinum Sponsor

Complimentary Access to timely content
from InterActive Legal's experts.

We will leave access open to the popular educational assets on this page for several weeks and hope you’ll take advantage of them.

Our subscribers know that InterActive Legal remains committed to the success of their firms, and that we are here year round as a resource.

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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.

Notable 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.

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

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

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

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

Legislative Updates

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

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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.

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.

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