57th Annual Heckerling Institute on Estate Planning
Select a format
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 email@example.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 Heckerling Institute presents the most important developments in the areas of estate planning and estate, gift and income taxation. Now in its fifty-seventh 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 56th Annual Edition ISBN is 9781663305695.
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 -- 2022
Ch 2: Not Too Rich, Not Too Poor: Goldilocks Planning for the Middle-Rich Clients Who Need Our Help
Ch 3: It's a Nice Place to Visit, But Do You Want to Live There?
Ch 4: Lloyd Leva Plaine Distinguished Lecture -- What's Under The Robe?
Ch 5: You're Fired! When and How to Fire a Client
Ch 6: Goblins Lamentation List: Unscrambling Installment Obligations
Ch 7: You're No Good, You're No Good, Baby, You're No Good -- Saying Goodbye to the Recalcitrant Trustee
Ch 8: Current Trends in Special Needs and Elder Law
Ch 9: America the Gradual: How Anti-Money Laundering Initiatives Affect Estate Planners
Ch 10: Question and Answer Session
Ch 11: Structuring Inbound Investments into U.S. Markets (Layover Required)
Ch 12: With Strings Attached -- Designing and Documenting Charitable Gifts Today
Ch 13: Watch Your Steps--Don't Abuse Substance in Transfer Tax Transactions
Ch 14: Estate Planning for Retirement Benefits 2023
Ch 15: Wrap-Up: It Ain't Over Till It's Over