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January 11, 2024

Live from Heckerling: Modern Estate Administration

Fredrick B. Weber

New (as well as old) issues arising after death.

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Live from Heckerling: Is ESG Investing Sustainable for Trustees?

David H. Lenok

To what extent can a trustee allow for beneficiaries’ wishes and still retain settlor intent?

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Live from Heckerling: Practical Partnership Panaceas to Common Client Circumstances

Christine Quigley

Partnerships are a required tool for estate planners.

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Live from Heckerling: Increasing Diversity in Estate Planning, One Year Later

Susan R. Lipp

Two fellowship participants share their experiences.

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Live from Heckerling: Current Issues in Estate and Gift Tax Audits and Litigation

Sarah M. Roscioli

A good appraisal can be key to a taxpayer’s success against the IRS.

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