Heckerling Estate Planning Conference 2018

3 Anticipated Topics at Heckerling – the Premier Conference for Estate Planning

The Heckerling Institute on Estate Planning is holding its 52nd Annual estate planning conference in Miami this coming January. The Heckerling wealth symposium is the nation’s premier conference for trust officers, wealth management professionals, attorneys, and other professionals in the trust and wealth management space.

As trust professionals ourselves, we keep our finger on the pulse of these crucial events and want to help you navigate which sessions will help you understand the trust landscape further. While there are dozens of valuable sessions, we’ve focused on three topics that are of interest to our audience.

Continue reading Heckerling Estate Planning Conference 2018

Join Us at the 2017 STEP International Tax and Estate Planning Forum

Covering Tax Transparency, Tax Planning, and Other Estate Planning Matters During the Trump Era

The Society of Trust and Estate Practitioners (STEP) is hosting its annual STEP International Tax and Estate Planning Forum on Thursday, May 4th, and Friday, May 5th in Los Angeles, California. As a proud sponsor of this important estate planning conference, we are looking forward to meeting and learning from some of the top minds in the estate planning industry.

Continue reading Join Us at the 2017 STEP International Tax and Estate Planning Forum

What You Need to Know About the STEP 13th Annual International Estate Planning Institute

Discover the Latest Developments Regarding International Estate Planning

STEP New York, STEP Mid-Atlantic, and the New York State Bar Association are hosting an important conference from March 23rd to March 24th in New York City – the 13th Annual International Estate Planning Institute. This is one of the premier estate planning conferences, and the panel includes distinguished guest speakers from around the world to discuss the most pressing topics for international estate planning in 2017.

At the International Estate Planning Institute, you will have the chance to meet and interact with bankers, accountants, trust and estate practitioners, and professionals from other related fields. Keep reading to learn more about this highly anticipated event.

Continue reading What You Need to Know About the STEP 13th Annual International Estate Planning Institute

What to Expect From the 51st Heckerling Institute on Estate Planning

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.

Continue reading What to Expect From the 51st Heckerling Institute on Estate Planning

Want us to give you a call?

Let our experienced team help you with your trust needs