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Highlights of Heckerling

DATE:
Thursday
February 6, 2025

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

DURATION:
60min

Join our expert panel as they break down the most critical estate planning strategies and updates from the Heckerling Institute on Estate Planning.

Topics to be discussed include:

The impact of a potential Republican trifecta on estate, gift, and GST tax exemptions
The latest on the Corporate Transparency Act and beneficial ownership reporting
Key Supreme Court decisions reshaping tax regulation challenges and planning strategies
Final regulations and rulings on basis consistency, GST tax relief, and buy-sell agreements
New developments in retirement benefit planning under SECURE 2.0
IRS challenges to family limited partnerships and grantor trust modifications
Lessons from recent qualified trust termination cases

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

✔️ YES, I'll see you TODAY at 2 PM ET!

❌ Not available, but send me the recorded version!

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Christine Quigley

Partner

ArentFox Schiff

Kevin Matz

Partner

ArentFox Schiff

Thomas W. Abendroth

Partner

ArentFox Schiff

Anna Stern - Moderator

Legal Editor

Trust & Estates

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Archived versions of webinars from Trust & Estates are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

SPONSORED BY

POWERED BY

WealthManagement.com Real Estate

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