Heckerling 2020 Roundup

January 24, 2020

Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals.  Jonathan G. Blattmachr, Esq. and Martin Shenkman, Esq. will provide a 90-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute. Topics include: current developments (including the SECURE Act); grantor and non-grantor trust considerations; changing residence tax and legal considerations; ethic issues in representing the modern family; Powell estate inclusion and practical steps to consider; special needs trusts; international estate planning; S corporation traps for the unwary; dynastic trust planning; silent trusts and disclosures to beneficiaries; GST tax considerations for non-GST exempt trusts; elder abuse versus independence; family foundation terminations or divisions; family governance; Section 199A; powers of appointment; IRAs and charitable giving; managing an estate planning practice, and so much more. Sponsors: InterActive Legal and Shenkman Law This presentation 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 *This may constitute attorney advertising. *There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar but a certificate of attendance will be provided.