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Highlights of Heckerling

The panelists will provide an overview of the most important estate planning strategies covered at the Heckerling Institute on Estate Planning. Topics to be discussed include:

  • Legislative and regulatory prospects for 2024
  • Planning with the increased applicable exclusion for 2024-2025 
     - 2024 exclusion amount         

     - impact of higher interest rates
  • Update on the inherited individual retirement account required minimum distribution requirements
  • Update on the Corporate Transparency Act
  • Recent court cases of note
  • The Magical Mystery Tour that is Chapter 14
  • Social welfare philanthropy with IRC Section 501(c)(4) organizations

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. To learn more about about the 58th Annual Heckerling Institute, visit

New Heckling Speaker.jpgChristine Quigley
ArentFox Schiff

New Heckling Speaker 2.jpg

Thomas W. Abendroth 
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Kevin Matz 
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susanlipp_90.jpgSusan Lipp - Moderator
Editor in Chief
Trusts & Estates

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