Heckerling 2015 Recap

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ACTEC has posted daily Reports containing highlights of the proceedings of the 49th Annual Philip E. Heckerling Institute on Estate Planning that was held on January 12-16, 2015 at the Orlando World Center Marriott Resort and Convention Center in Florida.

Below please find a link to each of ACTEC’s posts:


Fundamentals Program on Basis and 2014 Recent Developments

UFADAA, Crafting a 21st Century Estate and Gift Tax, Question and Answer Panel, Fundamentals of Income Taxation of Estates and Trusts

Trust Design and IRS litigation issues

Portability, Planning for the 2%, and SCINs and Private Annuities

Portability, SCINs and Annuities, Fiduciary Cases, and Asset Protection

Curing Estate Plans that no Longer make Sense in Light of ATRA 2012, Family Rivalries in Family Owned Businesses, and Tax Administration and Procedural Rules

Tax & Procedural Rules, Philanthropic Imperative, Tax Reduction Strategies, and Trust Designs

Keep It In The Family, Life Insurance, Digital Assets, and Restricted Charitable Gifts

POAs, Split Interest Trusts, Trust Protectors, and Ethics of Being a Fiduciary

Retirement Benefits, Curing Obsolete Estate Plans, Powers of Attorney, Trust Protectors for SNITs

International Developments, Litigation, Family Governance, and Split Interest Trusts Created by Entities

Ethic, Fiduciaries with Businesses, Florida Law, and Guardianships

The New Normal, Planning for Life After Death, and Our Return to What Really Matters

Vendors of interest that were present in the Exhibition and Summary of Tech Tidbits