54th Annual Heckerling Institute on Estate Planning

The Heckerling Institute is widely regarded as the premier estate planning program in the country. This one-volume publication provides cutting-edge articles based on the podium lectures delivered at the Heckerling Institute.

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2020 Edition
ISBN: 9781522197003
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Each year the most prominent authorities in the field come together at the Heckerling Institute on Estate Planning to discuss and analyze the most important developments in the areas of estate planning and estate, gift, and income taxation. Now in its fifty-fourth year, the Heckerling Institute is widely regarded as the premier estate planning program in the country. This one-volume publication provides cutting-edge articles based on the podium lectures delivered at the Heckerling Institute.

Hot topics for this year's Institute include:

•  Annual Review of Estate Planning Developments
•  Special Needs Trusts
•  S Corporations
•  Grantor and Nongrantor Trusts

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Table of contents

Chapter 1: Recent Developments–2019
Chapter 2: Peripatetic Clients: No, It’s Not an Illness, But They Need Your Constant Care
Chapter 3: You Mean I Can’t Bribe the Coach? Modern Ethics Issues You Didn’t See Coming
Chapter 4: Don’t Talk to Strangers: Defensive Planning in an Era of Powell Paranoia
Chapter 5: The Lloyd Leva Plaine Distinguished Lecture Series: The Future of Financial Warfare in an Era of Great Power Competition
Chapter 6: What Makes a Special Needs Trust So Special, and When Should One Be Used?
Chapter 7: It’s a Small World After All: Representing Global Families During Times of Unprecedented Change
Chapter 8: Why Do I Cringe Every Time I See an S Corporation in My Client’s Estate Plan?
Chapter 9: From Here to Eternity: Designing Trusts for the Long Haul
Chapter 10: Full Disclosure: It’s a Matter of Trust
Chapter 11: Select Unconventional Uses of Grantor and Nongrantor Trusts
Chapter 12: Question and Answer Session
Chapter 13: Planning for GST Tax on Nonexempt Trusts
Chapter 14: What If Granny Wants to Gamble? Balancing Autonomy and Vulnerability in the Golden Years
Chapter 15: What To Do When the Family Foundation Isn’t Working: Practical and Tax Consequences of Terminations, Divisions and Transfers
Chapter 16: Back to the Future: The Central Role of Family Governance in Today’s Estate Planning
Chapter 17: Doing Well by Doing Good: How Charitable Giving with Retirement Benefits Can Help Your Charitable and Human Beneficiaries
Chapter 18: You Call It a Practice, I Call It a Business
Chapter 19: Wrap-Up