SUBSCRIBE

The Heckerling Institute on Estate Planning is the national gathering place for estate planners, including attorneys, charitable giving professionals, accountants, certified financial planners, investment advisors, trust officers, non-profit advisors, and educators. Cindy Ackerman, a shareholder with Moss & Barnett’s wealth preservation and estate planning practice area, will provide a recap of this year's Institute, including guidance on both the tax and non-tax issues involved in individual and estate planning; the increasingly important area of income tax planning for individuals, trusts, and estates; and the intersection of income and wealth transfer tax planning.