Heckerling Institute on Estate Planning
The Leading Estate Planning Program!
The Heckerling Institute on Estate Planning, now in its 50th year, is not only the leading continuing education program for estate planners, but also the national gathering place for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors. In addition to the highest quality educational programming, attendees enjoy valuable 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.
Rather than reviewing where we have been, our 50th Anniversary program offers a look forward, providing practical guidance on today’s most important tax and non-tax planning issues, offering valuable insights on what lies ahead, and suggesting useful planning strategies for the future. On Monday our recent developments panel, featuring three of the nation’s leading estate planning experts, analyzes the most significant developments of 2015. Later in the week Dick Covey, a founding member of the Institute’s faculty, offers concrete suggestions for marital planning going forward. The Lloyd Leva Plaine Distinguished Lecture features well-known author and political analyst Jeffrey Toobin who examines the legal and political developments that define today’s Supreme Court. Other sessions cover planning for same-sex and unmarried couples, asset protection planning, and planning for the increasing interplay among wealth transfer tax, income tax, and investment planning.
The Institute also offers attendees the opportunity to customize their educational experience by taking advantage of the following specialized program tracks:
Focus Series: This unique series of programs explores planning with trusts, including the application of the Net Investment Income Tax, considerations in trustee selection, the use of Lifetime QTIPs, planning with special needs trusts, naming trusts as beneficiaries of retirement plans, and using trust-to-trust transactions to rejuvenate irrevocable trusts.
Financial Assets: These programs examine using partnerships for income tax planning and basis management, using intra-family options and derivatives for wealth transfers, planning for retirement benefits, the ins-and-outs of alternative investments, and planning with private investment funds, preferred stock and other closely-held interests.
NEW! International Planning: This series provides an update on planning for clients with international connections, including the changing world view of the U.S. estate planning business and its practical implications, the basics of estate planning for both non-U.S. persons and U.S. persons with foreign connections, and the rules regarding immigration and naturalization including the related tax planning opportunities.
Charitable Giving: These programs clarify the legal and ethical issues associated with nonprofit board service, explore the charitable tax planning implications of alternative investments, and review the nuts and bolts of CRTs and CLTs.
NEW! Elder Law: This track of programs covers special needs planning (including planning and administering special needs trusts), effective planning ideas for clients with diminished capacity, and protecting the rights of a client in guardianship court.
Litigation and Tax Controversies: This series examines the rules of privilege in the estate planning field, reviews recent cases involving fiduciaries, discusses current audit issues and trends, and offers a unique mock trial based upon the Huguette Clark probate contest.
Fundamentals: The fundamentals programs explore business income tax issues for estate planners, planning for non-U.S. persons and U.S. persons with foreign connections, and planning and drafting CRTs and CLTs.
Please join us January 11 – 15, 2016 to help us celebrate our 50th Anniversary!