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 of the conference’s five days, numerous timely topics of interest to estate planners of all designations—including, but not limited to, attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.

As they have done for many years, the American Bar Association has experts put together summary reports to help distill down the vast amount of information covered throughout the conference.

To access the full Heckerling Reports Archive, click here.

FUN FACT: Phillip E. Heckerling was one of Phil Kavesh’s law professors at the University of Miami while he was pursuing his LL.M. in Taxation. 🤓