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Highlights of Heckerling

DATE:
Wednesday
January 31, 2024

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
90min

The panelists will provide an overview of the most important estate planning strategies covered at the Heckerling Institute on Estate Planning. Topics to be discussed include:

Legislative and regulatory prospects for 2024
Planning with the increased applicable exclusion for 2024-2025

- 2024 exclusion amount

- impact of higher interest rates

Update on the inherited individual retirement account required minimum distribution requirements
Update on the Corporate Transparency Act
Recent court cases of note
The Magical Mystery Tour that is Chapter 14
Social welfare philanthropy with IRC Section 501(c)(4) organizations

EARN CE CREDIT

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content.

Featured Speakers

Christine Quigley

Partner

ArentFox Schiff

Thomas W. Abendroth

Partner

ArentFox Schiff

Kevin Matz

Partner

ArentFox Schiff

Susan Lipp - Moderator

Editor in Chief

Trusts & Estates

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