Highlights of the 2023 Heckerling Institute on Estate Planning

ArentFox Schiff and Estate Planning Council of New York City
  • Date & Time
    March 14, 2023
  • Location

    NYC, NY

  • Event Type
  • Add to Calendar Disabled
Stephen Liss and Kevin Matz will present the “Highlights of Heckerling”at 4 PM on March 14, 2023 at 1301 Avenue of the Americas, New York, NY.

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.


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