Heckerling 2024 Reports from the ABA

By The Ultimate Estate Planner, Inc. | January 31, 2024 |

The 2024 Heckerling Institute was held in-person (and virtually) in Orlando on January 8-12 and marked the conference’s 58th year. The Phillip E. Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team.  Over the course…

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Which Jurisdictions Are Best in 2024?

By Steve Oshins | January 1, 2024 |

By Steven J. Oshins, Esq., AEP (Distinguished) It often makes sense to situs clients’ trusts in a trust jurisdiction where there is no state income tax, where the trust assets are protected from creditors and divorcing spouses, where estate taxes can be avoided forever or close to forever, and where there is flexibility to make…

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