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Friday, December 30, 2022

Highlights of Heckerling | Wealth Administration

The audio system will evaluation the necessary subjects mentioned on the Heckerling Institute on Property Planning in January 2023 in Orlando, Fla., together with:

  1. The will increase within the lifetime exclusion and its impact on planning
  2. The looming sundown of the 2017 enhance within the exclusion and new proposed laws on clawback
  3. IRS challenges to grantor retained annuity trusts
  4. Proposed IRC Part 2053 laws
  5. Marital deduction planning, together with new guidelines on late portability elections
  6. Break up-dollar life insurance coverage, together with the Levine split-dollar case and its teachings for IRC Part 2036 functions
  7. The most recent on planning with retirement advantages below the SECURE Act
  8. The Company Transparency Act

CFP, CIMA®, CPWA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by








Kevin Matz


ArentFox Schiff


Thomas W. Abendroth

Companion and Non-public Shoppers, Trusts & Estates Observe Chief

ArentFox Schiff


Stephen Liss


ArentFox Schiff


Susan Lipp – Moderator

Editor in Chief

Trusts & Estates



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