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Annual Heckerling Institute On Estate Planning

  • Orlando World Center Marriott, Orlando, Florida
  • Jan 22 - 26, 2018

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Why Attend

Event Overview:

The 52nd Annual Heckerling Institute will feature an in-depth look at what estate planners need to do in 2018 to prepare for the new partnership centralized audit rules. Every partnership (including large, small, and family partnerships) must amend its agreement beginning with its 2018 tax year. Partnerships with trusts, grantor trusts, limited liability companies, other partnership or disregarded entities as partners, cannot elect out of these new rules, and every partnership must appoint a Partnership Representative for each tax year even if it elects out of these new rules. The new rules create complexity and decisions that must be discussed with every partnership you represent. Our 90 minute program will provide an overview of the new audit rules as well as practical advice on how partnership agreements should be amended to address the issues. (Thursday, Special Session IV-F)

As the leading and largest conference for estate planning professionals, the Heckerling Institute on Estate Planning provides unparalleled educational and professional development opportunities for all members of the estate planning team. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and non-profit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

The 52nd Institute will provide you with the information and practical guidance you need to plan effectively in the current uncertain legal and economic environment. Our faculty of leading experts will explore today’s most important tax and non-tax planning issues, including the planning implications of enacted or anticipated legislation.

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Future and Past Event Dates

Event Name City State Atendance Exhibitors Date
Annual Heckerling Institute on Estate Planning Orlando Florida - verified
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Jan 10, 2022
Annual Heckerling Institute on Estate Planning Orlando Florida verified
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May 03, 2021
Annual Heckerling Institute on Estate Planning Orlando Florida verified
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Jan 11, 2021
Annual Heckerling Institute on Estate Planning Orlando Florida verified
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Jan 13, 2020
Annual Heckerling Institute On Estate Planning Orlando Florida Estimated
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Jan 14, 2019
Annual Heckerling Institute On Estate Planning Orlando Florida verified
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Jan 22, 2018
51st Annual Heckerling Institute On Estate Planning Orlando Florida - - Jan 09, 2017

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