Heckerling Review Webinar
2021 Roundup of the Heckerling Institute on Estate Planning
As in prior years, Marty Shenkman spent the week of (Virtual) Heckerling 2021 riding herd on all the sessions to drive home the best from the 55th Annual Heckerling Institute on Estate Planning. Saddle-up and gather ‘round the campfire as Marty and sidekick Jonathan Blattmachr recount the takeaways from this year’s conference.
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. Jonathan G. Blattmachr, Esq. and Martin Shenkman, Esq. will provide a 60-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.
Topics include: recent developments (including pending legislation); planning for retirement assets post-SECURE; income tax pitfalls in estate planning; asset protection; diversity, culture, and ethics in estate planning; GST tax issues; ethical challenges of remote working; international estate planning and planning for non-citizen spouses; and so much more.
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.