We are in the process of migrating the LexisNexis Store. During this transition, some customers may not be able to access their Download Center or new electronic orders. Please call Customer Service 1-800-833-9844 or Chat With A Support Representative <https://supportcenter.lexisnexis.com/app/chat/store_chat/>
Lexis Nexis 58th Annual Heckerling Institute on Estate Planning with Index
Each year the most prominent authorities in the field come together at the Heckerling University of Miami Institute on Estate Planning to discuss and analyze the most important developments in the areas of estate planning and estate, gift, and income taxation.
Publisher:
Matthew Bender Elite Products
Select subscription type
Estimated renewal cost:
Estimated annual upkeep cost:
/
Estimated number of annual updates:
Terms & conditions
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
The Heckerling Institute presents the most important developments in the areas of estate planning and estate, gift and income taxation. Now in its fifty-eight year, the Heckerling Institute is widely regarded as the premier estate planning program in the country. This publication w/index contains articles based on the podium lectures delivered at the Heckerling Institute.
The 57th Annual Edition ISBN is 9781663359551.
Table of contents
Ch 1: Recent Developments – 2023
Ch 2: Practical Partnership Panaceas to Common Client Circumstances
Ch 3: Modern Estate Administration – New (As Well as Old) Issues Arising After Death
Ch 4: Grantor Retained Annuity Trusts – Friend or Foe?
Ch 5: Just How Perpetual Must My Conservation Easement Be? An Analysis of Actual Conservation Easement Clauses, Reporting Requirements, and Recent Tax Court Cases
Ch 6: It Isn’t Easy Being Green: Beneficiary-Led ESG Investing
Ch 7: Goodbye Chapter 42 – The New World of Social Welfare Philanthropy
Ch 8: A View from the Front Lines – Current Issues in Estate and Gift Tax Audits and Litigation
Ch 9: Question and Answer Session
Ch 10: Slicing and Dicing Fiduciary Duties and Responsibilities Through Directed Trusts
Ch 11: Floating Cars – Moving Staircases. Understanding the Mystical Rules of Chapter 14 in the Muggle World
Ch 12: Foreign Trusts: What Yon Don’t Know Can Hurt You
Ch 13: Ethical and Practical Challenges in Dealing with Diverse Clients
Ch 14: SECURE Is Not a Toddler Anymore
Ch 15: Wrap-Up: Onward and Upward
