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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
Many of your peers have already RSVPd. Will you be joining us as well?

✔️ YES, I'll see you TOMORROW 2 PM ET!
❌ Not available but send me the recorded version!
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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