Find Out the High Points of
The 2016 Heckerling Institute
in Just 90 Minutes!
If you’re an estate and tax planning professional, then you are already aware that the University of Miami holds one of the nation’s largest preeminent estate planning conferences each January known as “The Heckerling Institute”. The 2016 conference just held in Orlando marked the Institute’s 50th Anniversary, something you just don’t see too often anymore!
Whether you’re an estate planning attorney, CPA, financial advisor, insurance professional or trust officer, it’s imperative that you keep up with the latest developments and strategies available for your clients. And whether you attended the Institute or not, what better way to do this than in a 90-minute program with nationally renowned estate planning attorney and CPA, Martin M. Shenkman, J.D., CPA, MBA?
Join us and Marty for a very special review of the key “takeaways” he compiled from having attended the 2016 Heckerling Institute.
During this 90-minute program, Marty will digest the most significant issues and strategies addressed at the 2016 Institute, including, but not limited to:
- The Shift Towards Basis Step-Up Planning (and Overlooked Ways to Obtain that Step-Up)
- Planning for Aging Clients, Incapacity and Special Needs
- State Law Cases that Affect Your Practice
- Trust Planning, Design and Administration
- Recent Developments and the Practical Implications They Have to Planning
- Some New-fangled Techniques
- And much, much more!
NOTE: Unfortunately, you missed our complimentary teleconference presentation. However, if you wish to be notified in the future if a similar event and resource should become available, please sign up for future notifications.