Highlights of Heckerling 2026

WealthManagement.com

  • Date & Time
    -
  • Location

    Virtual

  • Event Type
    Webinar
  • Register here
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AFS partners Tom Abendroth, Todd Angkatavanich, and Kevin Matz will present a panel discussion on February 11. This webinar is sponsored by WealthManagement.com

Tom Abendroth, Todd Angkatavanich, and Kevin Matz will present a panel discussion outlining the “Highlights of Heckerling,” and provide an overview of the most important estate planning strategies covered at the Heckerling Institute on Estate Planning. 

Topics to be discussed will include: 

  • Current Developments
  • The provisions of the One Big Beautiful Bill Act
  • Estate planning in light of the permanent estate and gift exclusion amount of $ 15 million (subject to indexing) beginning Jan. 1, 2026
  • The Internal Revenue Service’s aggressive litigation position on grantor retained annuity trusts in the Elcan case
  • Interesting planning strategies and issues
  • The changes to the rules that apply to qualified small business stock under the OBBBA 

For more information, click here.

Contacts

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