Reprinted from Steve Leimberg’s Estate Planning Email Newsletter

January 2019

Over the course of many years, LISI has been delighted to provide members with Marty
Shenkman’s notes from the proceedings at the Heckerling Institute on Estate Planning. Heckerling,
as it is affectionately known, is the nation’s leading conference for estate planners, attorneys, trust
officers, accountants, insurance advisors and wealth management professionals. 2019 is the 53rd
installment of Heckerling, and for those not fortunate enough to be in sunny Orlando, the meeting this
year runs from Monday, January 14th through Friday, January 19th.

These materials have been published with specific permission from the Heckerling Institute on Estate
Planning and LISI very much appreciates the courtesy! This outline is not produced in conjunction with
or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not
responsible for its content. For information about the Heckerling Institute visit
www.law.miami.edu/heckerling. These notes are prepared and published quickly without proofreading or
review so be cautions that there will be typographical errors, citation omission and mistakes.

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