58TH Annual Heckerling Institute on Estate Planning

The 58th Annual Heckerling Institute on Estate Planning will be held in-person and virtually on January 8-12, 2024. 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:

• Focus Series – Practical Tools Every Planner Should Know
• Planning with Trusts
• Business and Financial Assets
• Litigation
• International Planning
• Charitable Giving and Philanthropy
• Ethics, Technology, Diversity and Elimination of Bias
• 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 8- 12, 2024.

Agenda

Registration

Contact Information

1-305- 284-4762
E-MAIL HECKERLING