Webinar: Highlights of Heckerling | Wealth Management

The speakers will review the important topics discussed at the Heckerling Institute on Estate Planning in January 2023 in Orlando, Fla., including:

The increases in the lifetime exclusion and its effect on planning
The looming sunset of the 2017 increase in the exclusion and new proposed regulations on clawback
IRS challenges to grantor retained annuity trusts
Proposed IRC Section 2053 regulations
Marital deduction planning, including new rules on late portability elections
Split-dollar life insurance, including the Levine split-dollar case and its teachings for IRC Section 2036 purposes
The latest on planning with retirement benefits under the SECURE Act
The Corporate Transparency Act

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

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