5th Annual Heckerling Institute on Estate Planning

As a graduate of the Master of Laws program in Estate Planning at the University of Miami Law School, our associate Jennifer L. Moccia, has a particular interest in the Heckerling Institute on Estate Planning.  Sponsored by Miami Law School, Heckerling is the nation’s leading conference for estate and tax planning professionals, and is attended by attorneys, accountants, trust officers, insurance advisors and wealth management professionals.  Jennifer attended Miami Law School as a graduate student, and decided it was time for her traditional mid-winter Florida homecoming visit.

The 45th Annual Heckerling Institute, now held in Orlando due to the popularity of the program, featured numerous specialized presentations highlighting estate planning and tax strategies such as: grantor retained annuity trusts, sales to grantor trusts, valuation discounts, post-mortem estate planning, special needs trusts and retirement planning.  The Institute also offered in-depth panel discussions featuring the country’s leading estate and tax planning experts on recently enacted estate and gift tax laws.

Upon her return from Florida, Jennifer has helped prepare our recent correspondence addressing estate and tax planning considerations arising from the Tax Relief Act of 2010, contributed to the Estate Steward Program Seminar presentation summarizing the Tax Act, and has authored various Featured Posts on our recently updated website.