CLE on 54th Annual Heckerling Institute on Estate Planning
The nation’s largest gathering of estate planning professionals offers practical guidance on today’s most important tax and non-tax planning issues, as well as key insights on emerging developments and innovative planning strategies for the future. In addition to comprehensive coverage of recent developments, the 2020 Institute will include the following specialized program tracks:
Focus Series: Insights on emerging tax and non-tax issues including planning for migratory clients and the impact of the Supreme Court’s decision in Kaestner, representing global families, international and domestic asset protection, Qualified Opportunity Zones, and planning for digital assets.
Planning with Trusts: Advanced planning techniques for grantor and non-grantor trusts, building flexibility into long-term trusts, the trustee’s duty to disclose, planning for the payment of the GST tax, and an inside view from a panel of corporate fiduciaries.
International Planning: Planning for foreign and domestic clients, including the continuing impact of the 2017 Tax Act, representing global families, and a comparative analysis of foreign and domestic asset protection trust laws.
NEW! Business and Financial Assets: Explores Qualified Opportunity Zones, planning for family entities after Powell, planning for retirement benefits, Code Section 199A, and planning with Subchapter S corporations.
Elder Law: Practical guidance on special needs trusts including planning, drafting, and counseling the beneficiary or trustee, balancing vulnerability and autonomy for seniors, and the implications of divorce and the elderly.
NEW! Litigation and Conflict Resolution: Covers recent fiduciary cases, family governance issues, the disposition of tangible assets, and navigating trustee liability.
Charitable Giving: Insights on alternatives for obsolete private foundations, charitable giving with retirement benefits, and planning for charitable lead and remainder trusts.
Ethics: Covers new issues in planning for today’s families, hot topics in protecting privilege and avoiding unforeseen ethics issues, and ethical considerations with special needs trusts.
Fundamentals: An in-depth review of the grantor trust rules, planning with life insurance, and securities law issues for estate planners.