Heckerling 2019 Review

Speakers: Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq.

Sponsor: Interactive Legal and Peak Trust Company

Course Description:

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.  This year’s Institute ran from January 14-19 and was the 53^rd annual Institute.  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: basis maximization, powers of appointment, making gifts to use temporary exemption, engagement letters, charitable planning, new developments 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 visit www.law.miami.edu/heckerling. If you have not already purchased the voluminous Heckerling materials and audio recordings you should do so. They are the most comprehensive planning resource available each year.

*There are no professional advancement credits (CPE, CLE, etc.)
offered for viewing this webinar.