Summary on 2017 51st Annual Philip E. Heckerling Institute on Estate Planning
Steve R. Akers recently published a summary entitled, Heckerling Musings 2017 and Estate Planning Current Developments (2017). Provided below is an abstract of the Article:
The 51st Annual Philip E. Heckerling Institute on Estate Planning was held in Orlando during the week of January 9, 2017. I have summarized some of my observations from the week, as well as other observations about various current developments and interesting estate planning issues. My goal is not to provide a general summary of the presentations. The summaries provided on the American Bar Association Real Property, Trust & Estate Law Section website, which are prepared by a number of reporters, and coordinated by Joe Hodges, do an excellent job of that. In addition, Martin Shenkman provides a detailed outline summary of each of the presentations, which is available on the Leimberg Information Services website. Rather, this is a summary of observations of selected items during the week as well as a discussion of other items. I sometimes identify speakers, but often do not (some topics are discussed by various speakers). I take no credit for any of the outstanding ideas discussed at the Institute — I am instead relaying the ideas of others that were discussed during the week.