Lexis Nexis 58th Annual Heckerling Institute on Estate Planning
Select a format
International Order Inquiry
Select subscription type
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.
The total price includes the product(s) listed in the Order Form and any Updates for a limited period (minimum period of 30 days) after the order is placed ("Order Window"). Shipping and handling fees are not included in the grand total price.
All shipments may be returned, at subscribers' expense, for full credit of the Price within 30 days of receipt.
Shipments may not be returned, and no credits will be issued, more than 30 days after receipt.
After the Order Window, subscribers will receive notice of Updates along with the then-current grand total price and order process as Updates become available. Subscribers will only be shipped those Updates they specifically request.
Product description
View a sample of this title using the ReadNow feature
The Heckerling Institute presents the most important developments in the areas of estate planning and estate, gift and income taxation. Now in its fifty-eighth year, the Heckerling Institute is widely regarded as the premier estate planning program in the country. This one-volume publication contains articles based on the podium lectures delivered at the Heckerling Institute.
The previous edition's ISBN is 9781663359544.
eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content.
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?
Ch 6: It’s Not Easy Being Green – Is ESG Investing Sustainable for Trustees?
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 You 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
