Highlights: Annual Heckerling Institute on Estate Planning

Great meeting with Northern Virginia Estate Planning Council !

Our speaker, Lisa Hughes, delivered an excellent recap of key takeaways from the 60th Annual Heckerling Institute on Estate Planning, held in Orlando this past January. With more than 4,000 estate, tax, and trust professionals in attendance, the conference highlighted some of the most pressing developments shaping the field today.

Major themes included:

 •   The impacts of the Old Big Better Banking Act (OBBBA)

 •   Important tax and legal updates

 •   Strategic planning tools (including SLATs)

 •   The growing intersection of estate planning and family law

 •   And other emerging trends affecting trusts and estates

For personal property authorized appraisers, staying current on these developments is essential. The more informed we are, the better we can support clients—and collaborate with fellow professionals—in building sound estate plans and navigating complex estate administration.