55th 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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2021 Edition
ISBN: 9781663305695
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The Heckerling Institutes presents the most important developments in the areas of estate planning and estate, gift, and income taxation. Now in its fifty-fifth 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.

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Table of contents

Ch 1: Recent Developments—2020
Ch 2: Fundamentally Fun Solutions to Perilous Income Tax Pitfalls in Estate Planning
Ch 3: Can a CRT Stretch an Inherited IRA?
Ch 4: Retroactive Revisions and Reversals: Risks and Rewards
Ch 5: The Three Faces of Asset Protection
Ch 6: Strategic Estate Planning for Another Year of Change
Ch 7: The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases (2020 Edition)
Ch 8: Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning
Ch 9: Fiduciary Duty, Social Conscience, and ESG Investing by a Trustee
Ch 10: Beyond Basics of GST Tax: Queries + Conundrums
Ch 11: Sacking the Monday Morning Quarterback
Ch 12: Question and Answer Session
Ch 13: Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working from Anywhere and Everywhere
Ch 14: Planning for Non-U.S. Citizen Spouses
Ch 15: Estate Planning for Retirement Benefits in a Post-SECURE World
Ch 16: Wrap-Up: We Saw. We Heard. We Read. We Learned.
Ch 17: Demystifying Distributable New Income (DNI) – Income Taxation of Trusts and Estates