Heckerling Review 2022 Handout
May 15, 2022
The 56th Annual 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. In this webinar, Abigail O’Connor, Esq., Jonathan G. Blattmachr, JD, 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 at the Institute included: recent statutory and regulatory developments (including pending legislation); recent important cases; modification of irrevocable trusts; the new SECURE Act proposed regulations; elective share and other marital property issues; partnership taxation, ethical and diversity issues in estate planning; cross-border estate planning; and so much more. 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, including the 2023 conference, visit www.law.miami.edu/heckerling. Speakers: By: Abigail O’Connor, Esq., Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. * There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar. *This may constitute attorney advertising.