59TH Annual Heckerling Institute on Estate Planning

The 59th Annual Heckerling Institute on Estate Planning will be held in-person and virtually on January 13-17, 2025. Take advantage of this unique opportunity to attend the nation’s premier continuing education program for estate planners presented by the nation’s leading experts, will cover a wide range of advanced level planning topics of interest to the entire estate planning team including attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors. Sessions will be delivered in-person or interactive virtual format with topics including:

The Recent Developments Panel
The Lloyd Leva Plaine Distinguished Lecture featuring Natalie Reitman-White
Focus Series – Practical, Prudent Planning Pointers for 2025 and Beyond
Planning with Trusts
Business and Financial Assets
Litigation and Tax Procedure
International Planning
Charitable Giving and Philanthropy
Ethics an Diversity
Fundamentals

On-site attendees will enjoy connecting with colleagues both old and new at social and networking events scheduled throughout the week-long Institute. On-site attendees will also enjoy the opportunity to review the latest in technology, goods and services in our unique exhibit hall dedicated entirely to the estate planning industry.

Conference Date

The event will be held on-site and virtually from January 13- 17, 2025.

Agenda

AGENDA

Registration

Contact Information

1-305- 284-4762
E-MAIL HECKERLING