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  • October – December 2017

    Heckerling: Wrap-Up Sneak Peek

     

    Checklist: Cancer Plan

     

    Recent Developments:

    • Sommer net gift case

     

    Planning Potpourri:

    • Protective ESBT Election
    • Collaboration-Leader
    • Collaboration- Clients
    • Figures

    Heckerling: Wrap-Up Sneak Peek

    • The 52nd Annual Heckerling Institute on Estate Planning will be held January 22-26, 2018 at the Orlando World Center Marriott. More information is available at www.law.miami.edu/Heckerling or by email: heckerling@law.miami.edu . Heckerling is the top estate planning conference of the year. If tax reform is passed that will no doubt be a focus of the conference, but apart from tax reform, 2017 has already been an eventful year in terms of estate planning developments and the evolution of the profession.
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