60th Annual Heckerling Institute on Estate Planning

  • Date & Time
    -
  • Location

    Orlando World Center Marriott

    Orlando, FL
  • Event Type
    Conference
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AFS Partners Todd Angkatavanich and Lauren Wolven will present at the 2026 Heckerling Institute on January 13-14, 2026 in Orlando, Florida.

Tuesday, January 13, 2026 (3:10 – 4:40 p.m.) 

Making 1 + 1 > 2 – Keys to Effective and Ethics-Savvy Cross-Disciplinary Collaboration

Lauren Wolven will co-present in this session, addressing ethical issues in information sharing and fiduciary duty compliance, as well as tax planning and dealing with special assets. The panel will explore how advisors across disciplines can best serve clients when they work effectively together, particularly in assisting families to transition wealth across generations.

 

Wednesday, January 14, 2026 Special Session I-A (2:00 – 3:30 p.m.)

Splitting, Splicing, and Stacking Strategies to Add Octane to Trust Structures

Todd Angkatavanich will be a co-panelist in this session, taking a deeper dive into ways to “add octane” to trust structures. The panel will discuss ideas and pitfalls when planning with marital trusts, leveraging GRAT and CLAT performance, part-sale/part-gift transactions, transfers of remainder interests in GRATs, structuring split purchase QPRTs and GRATs, the income and transfer tax issues arising in connection with these applications, and more.

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