The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals. Attendees enjoy unparalleled networking and professional development opportunities that make attending the Heckerling Institute a valuable investment for every estate planning professional.
This year’s program will offer practical guidance on both planning strategies and practice development in the new wealth transfer tax environment. The program includes expanded coverage of the increasingly important areas of elder law, asset protection, and income tax planning without sacrificing coverage of traditional core estate planning topics such as GRATS, FLPs, life insurance, planning with trusts, and fiduciary administration. Attendees can either explore a broad range of topics in our general session lectures and afternoon panel programs, or can customize their educational experience by taking advantage of one of our specialized program tracks.
Foundation Source will be exhibiting.