Heckerling Institute on Estate Planning

The Leading Estate Planning Program!

As the premiere conference for estate planning professionals, the Heckerling Institute 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, where nearly 150 vendors display the latest in technology, products and services.

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. With over 45 different sessions to choose from, 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. Our Fundamentals Programs will be of interest to both entry-level professionals and experienced practitioners seeking a thorough review of three core planning topics.  Finally, our outstanding faculty of over 80 leading estate planning experts 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 Issues.

Please 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.