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Live from Heckerling: Planning for Modest Estates

Published: January 8, 2024

The opening session of the Heckerling Conference focused on estate planning tips for "modest"estates, those between $2 and $20 million.

Source: wealthmanagement.com

Related Topics:

United StatesMickeyr DavisMelissaj WillmsHeckerling Institute On Estate PlanningAnnual Heckerling InstituteEstate PlanningModest EstatesPractical Tools Every Planner Should

The Magical, Mystical, Guide to the Galaxy of Estate Planning

Published: January 5, 2024

The 58th Annual Heckerling Institute on Estate Planning is scheduled to take place from January 9th to the 11th in Orlando, Florida. Here is what is on the Agenda.

Source: forbes.com

Related Topics:

United StatesUniversity Of MiamiPractical Partnership Panaceas For Common Client CircumstancesInvestment Sustainable For TrusteesEstate AdministrationGritty Of Foreign Trust TaxationHeckerling InstituteHeckerling Institute On Estate PlanningProgram Related InvestmentsUniversity Of Miami School LawAnnual Heckerling InstituteEstate PlanningMiami SchoolModest EstatesPractical ToolsEstate PlannerPartnership PanaceasCommon ClientRetained Annuity TrustsPerpetual MustConservation EasementNew WorldSocial WelfareGift Tax AuditsBrave New World