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Join the Nation's Largest Gathering of
Estate Planning Professionals!

The 53rd Annual Heckerling Institute offers practical guidance on today's most important tax and non-tax planning issues, including new ideas for planning after the 2017 Tax Act.  The Institute also  features specialized program tracks providing in-depth coverage of recent developments, planning with trusts, international planning, charitable giving, planning for financial assets, planning for families, ethics, and litigation and tax procedure.

 Selected highlights include:

  • Innovative strategies to address the challenges and opportunities presented by the 2017 Tax Act, including planning under new Section 199A and the proposed regulations, planning with Qualified Small Business Stock, the changing tax consequences of marriage and divorce, and utilizing the increased exemptions.
  • The essentials of managing tax basis, post-mortem planning, the function and structure of family offices, protecting client data, and improving the value of your practice.
  • In-depth coverage of planning with trusts including powers of appointment, recent fiduciary case law, and issues in selecting and representing fiduciaries.
  • New ideas on achieving tax savings from charitable gifts and bequests, planning for retirement benefits, strategies for clients with global wealth, and the effective use of disclaimers.
  • Practical ideas on planning for today's evolving families including planning and drafting in anticipation of incapacity, planning for minors, the impact of reproductive technology, and managing difficult beneficiaries.

With over 3,000 attendees, and the nation's largest exhibit hall dedicated to the estate planning industry, the Heckerling Institute offers unparalleled networking and professional development opportunities for the entire estate planning team. 

  To view the complete Institute brochure including detailed
programming and travel information visit our website

Register now to ensure that your name is included in our
Conference Guide and Registration List.

Register Today!

University of Miami School of Law

University of Miami School of Law, Heckerling Institute on Estate Planning
1311 Miller Drive, Room C423, Coral Gables, FL 33146
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