Highlights of Heckerling

WealthManagement.com
  • Date & Time
  • Location

    Online

  • Event Type
    Webinar
  • 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.

Contacts

Continue Reading