Large Firm Service. Small Firm Attention.
Date(s) - January 14, 2019 - January 18, 2019
The Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors. In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities and the nation’s largest exhibit hall dedicated to the estate planning industry.
The 53rd Institute offers practical guidance on today’s most important tax and non-tax planning issues, including the planning challenges and opportunities presented by the 2017 Tax Act. It will also offer valuable insights and innovative ideas for planning effectively in what remains an uncertain and unpredictable political and economic environment. Attendees can benefit from programs covering a wide range of advanced level planning topics, or can customize their educational experience with one of our specialized program tracks to expand their expertise in today’s fastest growing practice areas.
Littman Krooks managing partner, Bernard A. Krooks, Esq., to speak on:
- Are You Building a House of Cards? | January 16, 2019 from 9:00AM – 9:50 AM
Planning and drafting in anticipation of incapacity and disability can be like building on a shaky foundation. If the architect and contractors are not in step, the building may collapse. The same is true for estate planning. Drafting must be done with the planning objectives in mind, particularly when the client or one of the beneficiaries is, or may become, incapacitated. This session will address how to provide flexibility in your documents to avoid building a house of cards.
- Preparing for the Unexpected: Designing and Drafting Estate Plans That Can Withstand the Heat! | January 16, 2019 from 2:00 PM – 3:30 PM
Like an architect who designs a building to withstand unexpected disasters, estate planners must anticipate potential changes in the lives of settlors and beneficiaries in: (1) the planning process, or blueprint, that incorporates the client’s goals but also considers flexibility; (2) the drafting, or construction, of the documents; and (3) unexpected litigation that could reduce the plan to rubble. Topics will include planning for future incapacity or disability, durable powers of attorney, trust protectors, and guardians or conservators.
For the full program brochure, click here. To register, click here.