Lexis Nexis 57th Annual Heckerling Institute on Estate Planning
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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.
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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
