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Heckerling Institute on Estate Planning
The Leading Estate Planning Program!
The Heckerling Institute on Estate Planning is the national gathering place for estate planners, including attorneys, charitable giving professionals, accountants, certified financial planners, investment advisors, trust officers, non-profit advisors, and educators. In addition to the highest quality educational programming, attendees enjoy unparalleled networking and professional development opportunities and can review the latest in technology products and services displayed by nearly 150 vendors in an exhibit hall dedicated entirely to the estate planning industry.
This year’s Institute offers practical guidance on both the tax and non-tax issues involved in individual and estate planning. In addition to traditional estate planning topics, the program will explore the increasingly important area of income tax planning for individuals, trusts, and estates, and will examine the intersection of income and wealth transfer tax planning. The program also includes extensive coverage of the non-tax topics of timely interest to estate planners, including asset protection, charitable giving, special needs planning, fiduciary administration, and planning with trusts. Attendees can choose to explore a broad range of topics in our general session lectures and afternoon panels, or can customize their educational experience by taking advantage of one of our specialized program tracks.
Attending the Heckerling Institute is a valuable investment for every member of the estate planning team. Please join us in Orlando, January 11 - 15, 2016 to take advantage of this exciting event!