Heckerling Institute on Estate Planning

The Leading Estate Planning Program!

As the premiere conference for estate planning professionals, the Heckerling Institute on Estate Planning provides unparalleled educational and professional development opportunities for all members of the estate planning team. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and non-profit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

The 51st Institute offers practical guidance on today’s most important tax and non-tax planning issues, valuable insights on what might lie ahead, and innovative planning strategies for the future. Attendees can benefit from programs covering a wide range of advanced level planning topics, or can customize their educational experience with one of our specialized program tracks to expand their expertise in today’s fastest growing planning areas. Finally, our outstanding faculty includes many of your favorite Institute speakers as well as a number of new faces providing a fresh look at key issues in individual and estate planning.

Some of the highlights of this year’s program include:

Recent Developments: Three of the nation’s leading estate planning practitioners and a representative of the U.S. Treasury Department will analyze the most significant developments of 2016.

Focus Series: This series offers an in-depth look at the issues surrounding intra-family wealth transfers including planning with portability, obtaining greater divorce/creditor protection, using GRATs and other freeze techniques, planning for the retirement accounts of married couples, and business succession planning.

NEW! Fiduciary Tax & Administration: This track of programs on Fiduciary Tax & Administration explores fiduciary income tax issues (including basis consistency), avoiding trustee liability in common transactions, drafting tax efficient trusts that also provide creditor protection, recent fiduciary case law, and fiduciary duties with respect to impact investing.

Charitable Giving: This track of programs examines the rules covering private foundations, charitable giving for family businesses, impact investing, and international philanthropy.

International Planning: This series provides an update on international planning including recent developments and trends in global tax transparency, planning for non-U.S. persons investing in the U.S., and advising clients seeking U.S. tax deductions for international charitable donations.

Elder Law: This series covers the legal, ethical, and practical issues involved in the financial exploitation of seniors, planning for retirement accounts, and claiming social security benefits.

Financial Assets: These programs explore impact investing, combining taxable gifts and testamentary, CLATs, and advising clients on life insurance products.

Litigation and Tax Controversies: This series covers the tax aspects of fiduciary litigation, recent cases involving fiduciaries, the role of an attorney as an expert witness, how to identify critical pressure points in the estate plan, and how to avoid malpractice liability.

Fundamentals: The fundamentals programs explore planning with portability, partnership income tax for estate planners, and the generation-skipping transfer tax.

We hope that you will join us in Orlando on January 9-13, 2017, to enjoy our exceptional programming and the opportunity to meet and exchange ideas with colleagues from across related professions, across the nation and around the world.