Heckerling Review 2025

The 59th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 13-17, 2025. The Institute is the preeminent estate planning conference of the year and always provides a full week of valuable seminars covering a broad range of estate planning issues for all types of practitioners and all types of clients. Not only does the Institute inform planners of new developments from the past year and state of the art estate planning techniques, but it also includes an array of eclectic topics to broaden the knowledge and perspective of practitioners attending.

This year’s Institute included a focus on business succession planning and also planning in light of the upcoming sunset of the Tax Cuts and Jobs Act.  The schedule included additional topics such as:

• IRA planning under the final regulations
• Estate planning for real estate investors
• Religious beliefs and estate planning
• New developments in charitable planning
• Taxable gift reporting
• Foreign trust law
• The changed landscape for governmental regulations
• Trust non-judicial settlement agreements
• and much more

Each year we find it impossible to condense this massive amount of education into 90 minutes.  Therefore, this presentation will provide an overview of the highlights of this Institute and identify core themes and takeaways that will inform planners about what to expect in 2025.

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 2025 conference, visit www.law.miami.edu/heckerling.

Speakers: Jonathan G. Blattmachr, JD., Abigail E. O’Connor, JD., Martin M. Shenkman, Esq.

*This may constitute attorney advertising.

* No CPE, CLE, etc. is offered but a certificate of attendance will be provided.