The Country’s Leading Conference for Estate Planners

Alliance Trust Company of Nevada is again exhibiting at 2017’s Heckerling Institute on Estate Planning. The University of Miami’s Heckerling Institute is the premiere conference for estate planning professionals in the U.S.

Heckerling is a great opportunity for us to connect with our East Coast friends of the firm.

Each year the Heckerling Institute covers the most relevant and impactful issues for trust officers, wealth management professionals, attorneys, insurance advisors, accountants, elder law specialists, educators, and nonprofit advisors.

The 51st Heckerling Institute on Estate Planning hosted by the University of Miami is scheduled for January 9th through January 13th, 2017 in Orlando, FL. Registration costs $1,080, and early registration is highly encouraged. Register online here. Your registration includes admission to all educational sessions, continental breakfasts, the Institute reception on Monday evening and a set of materials in the format of your choosing.

The sessions offered at Heckerling Institute cover a wide variety of topics, allowing attendees to follow a comprehensive program track or a specialized track that only caters to your profession. Below are brief descriptions of the programs we are most interested this year. You can learn more about all of the programs here.

Recent Developments 2016

The 2016 presidential election, among other events, has some estate planning experts recognizing new planning opportunities and strategies regarding the future. The Recent Developments 2016 program features a panel of experts, including a U.S. Treasury Department rep, that will spend four hours discussing the impacts of the presidential election and the Section 2704 Proposed Regulations, as well as other notable developments.

The estate planning presentation is split between 1:30 pm to 3:30 pm and 3:45 pm to 5:30 pm on Monday, January 9, 2017. The presentation is followed by a Q&A session on Wednesday from 10:55 am to 12:35 pm.

The opening panel is always one of the most attended and entertaining presentations at Heckerling.

The expert panel includes:

  • Dennis I. Belcher
  • Ronald D. Aucutt
  • Catherine Veihmeyer Hughes
  • John W. Porter
  • Samuel A. Donaldson
  • Amy E. Heler


Focus Series

This year’s Focus Series dives into the most important issues around intra-family wealth transfers, such as planning for the retirement accounts of married couples, planning with portability, business succession planning, divorce/creditor protection, and using grantor-retained annuity trusts, known as GRATs. With proposed IRS section 2704 regulations imposing major restrictions on valuation discount planning.

With proposed IRS section 2704 regulations imposing major restrictions on valuation discount planning, GRATs will be a very popular topic at this year’s Heckerling.

This program features multiple sessions Monday through Thursday. Read more about the Focus Series to check the various session dates and times.

Focus Series speakers include:

  • Lester B. Law
  • Howard M. Zaritsky
  • Carlyn S. McCaffrey
  • Christopher R. Hoyt
  • Lauren J. Wolven
  • N. Todd Angkatavanich
  • S. Stacey Eastland
  • Richard S. Franklin
  • Julie Miraglia Kwon
  • Carol A. Harrington
  • Gideon Rothschild
  • Scott L. Rubin
  • Bruce M. Stone
  • Turney P. Berry
  • Christopher J.C. Jones
  • Charles A. “Clary” Redd


Fiduciary Tax and Administration

The newly added Fiduciary Tax and Administration program track features sessions regarding recent fiduciary case law, fiduciary income tax issues, fiduciary duties surrounding impact investing, avoiding trustee liability in common transactions, and drafting tax efficient trusts with creditor protection.

Nevada has the best trust laws in the U.S. and is frequently recommended by practitioners in the states, and globally, for these types of estate planning strategies.

Sessions in this program run from Tuesday through Friday. Read more about the Fiduciary Tax and Administration program to see exact dates and times.

Fiduciary Tax and Administration speakers include:

  • Lauren J. Wolven
  • Todd A. Flubacher
  • Stacy E. Singer
  • Steven E. Trytten
  • Jonathan G. Blattmachr
  • Mickey R. Davis
  • Steven B. Gorin
  • Dana G. Fitzsimons, Jr.
  • Melissa J. Willms
  • Richard W. Nenno
  • Susan N. Gary
  • George L. Cushing
  • John Goldsbury
  • Christine L. Albright
  • Richard S. Kinyon
  • Timothy P. Noonan
  • Benneta Park Jenson
  • M. Ruth M. Madrigal
  • John Tyler
  • Steve R. Akers


International Planning

The 2017 International Planning program track includes sessions on planning for non-U.S. persons investing in the U.S., recent trends in global tax transparency, and advising clients seeking U.S. tax deductions for international charitable donations.

As noted by Bloomberg Business Week and The Economist, Nevada is a top-tiered jurisdiction for trust planning with foreign grantor trusts.

The International Planning series features five sessions on Wednesday from 9:00 am to 3:30 pm.

International Planning speakers include:

  • Victoria B. Bjorklund
  • Michelle B. Graham
  • Scott A. Bowman
  • Ellen K. Harrison
  • Dina Kapur Sanna
  • Marnin J. Michaels
  • Joshua S. Rubenstein
  • Alan F. Rothschild, Jr.
  • Carolyn O. “Morey” Ward


Litigation and Tax Controversies

This year’s Litigation and Tax Controversies program explore topics on identifying critical pressure points in estate planning, the tax aspects of fiduciary litigation, avoiding malpractice claims, the role of an attorney as an expert witness, and recent cases involving fiduciaries.

The first session starts on Wednesday afternoon, and the proceeding sessions go throughout Thursday. View the full Litigation and Tax Controversies schedule here.

Litigation and Tax Controversies speakers include:

  • Dana G. Fitzsimons, Jr.
  • Melissa J. Willms
  • John W. Porter
  • S. Stacy Eastland
  • Louis A. Mezzullo
  • Robert W. Goldman
  • Margaret G. Lodise
  • Howard M. Zaritsky


Continuing Education

As the country’s leading conference for estate planners, The Heckerling Institute for Estate Planning provides continuing education hours where applicable. Read more about continuing education credits from the Heckerling Institute here.

Below are the maximum available hours for each profession.

Attorneys (CLE) – Between 28.5 and 34.5 hours Accountants (CPE) – 34 hours Insurance Professionals – Up to 28, depending on your state (learn more) Certified Financial Planners (CFP) – 30 hours Other Estate Planning Professionals – Between 27.75 and 33.5

If you would like to learn more about the 51st Annual Heckerling Institute on Estate Planning, read the full brochure here.

Meet the Alliance Trust Company of Nevada team at Heckerling for a cup of coffee or a handshake and hello.


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