Wills and Trusts

Wyatt, Tarrant & Combs, LLP

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Heckerling 2015

Estate_PlanningEarlier this month over 3,000 estate planning professionals comprised of Attorneys, Financial Planners, CPAs, Trust Administrators and others gathered in Orlando, Florida for the nation’s leading estate planning conference, the Heckerling Institute on Estate Planning.  Now celebrating its 49th year, Heckerling is designed for sophisticated attorneys, trust officers, accountants, insurance advisors, and wealth management professionals who are familiar with the principles of estate planning, but still offers fundamental programs to refresh and reinforce the basic theories underlying the most sophisticated plans. If you were not able to attend this week-long event filled with tax and non-tax planning topics, recent developments and other insightful tidbits of information, the American Bar Association’s Real Property Trust and Estate Section has a group of volunteers who report on each lecture at Heckerling.  These reports are emailed through the RPTE listserve and are available on their website.  One of Wyatt’s associates, Beth Anderson, was an ABA reporter this year, and you can read her reports as well as all the other reports here.