Blogging from Heckerling

On January 14, over 3,000 estate planners convened in Orlando, Florida at the 53rd Annual Heckerling Institute on Estate Planning. The Heckerling Institute is the leading educational conference for all members of estate planning teams, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors. The Institute offers practical guidance on today’s most important tax and non-tax planning issues, including the planning challenges and opportunities presented by the Tax Cuts and Jobs Act of 2017. New for this year is a focus on planning for today’s redefined and evolving families.