On this webinar Abigail O’Connor, Jonathan Blattmachr, and Martin M. Shenkman review what was covered at the 58th Annual Heckerling Institute on Estate Planning. The Institute is the preeminent estate planning conference of the year and always has a week full of valuable seminar sessions covering a broad range of estate planning for all types of practitioners and all types of clients. This year’s Institute covered a myriad of new statutes and cases, addressing such topics as:
- The Corporate Transparency Act
- Fiduciary litigation
- Adequate disclosure on gift tax returns
- Potential gift and other tax issues from decanting or modifying trusts
- Secure Act planning
- GRAT techniques
- Basis step-up
- Creative partnership planning
- and much more