Highlights of Heckerling

  • Date & Time
    February 1, 2023
  • Location


  • Event Type
  • Add to Calendar Disabled
Tom Abendroth, Stephen Liss, and Kevin Matz will present the “Highlights of Heckerling” for the Trusts & Estates webinar on February 1, 2023.

Tom, Stephen, and Kevin will review important topics discussed at the recent Heckerling Institute on Estate Planning, including: increases in the lifetime exclusion, the Corporate Transparency Act, IRS challenges to grantor retained annuity trusts, proposed IRC Section 2053 regulations, marital deduction planning, split-dollar life insurance, retirement benefits under the Secure Act, and the looming sunset of the 2017 increase in the exclusion and new proposed regulations on clawback.

Additional information here.


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