This is a great educational experience for Attorneys, CPAs and Registered Investment Advisor representatives! One of my most educational experiences to date.

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CONFERENCE INFORMATION & REGISTRATION
Join the Nation's Largest Gathering of
Estate Planning Professionals!
The Heckerling Institute is the nation's leading conference for estate planning
professionals. The 53rd Institute will provide practical guidance on planning effectively
in what remains an unpredictable legal and economic environment, including new
ideas for planning after the 2017 Tax Act. The program features expanded coverage
of income tax and basis planning, flexible planning with trusts, charitable giving,
working with today's families, and planning for global wealth.
Selected highlights include:
 Planning with Section 199A and the Proposed Regulations
 Planning to use the increased exemptions
 The essentials of working with family offices and tips on how to improve the
value of your practice
 Fundamentals programs on managing tax basis, post-mortem planning, and
creating and operating charities
 An in-depth look at the use of powers of appointment
 Guidance on selecting and representing fiduciaries
 Innovative strategies for planning for retirement benefits
 Ethics and technology
With over 3,000 attendees, and the nation's largest exhibit hall dedicated to the estate
planning industry, the Heckerling Institute offers unparalleled networking and
professional development opportunities for the entire estate planning team.
To view the complete Institute brochure including detailed
programming and travel information visit our website.

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