Breakfast Meeting: Heckerling Review

Date: Tuesday, February 28, 2017
Time: 7:30am - 9:00am
Location: Midland Hills Country Club
Speaker: Cindy Ackerman

HECKERLING INSTITUTE ON ESTATE PLANNING REVIEW
Presenter Cindy Ackerman

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The Heckerling Institute on Estate Planning is the national gathering place for estate planners, including attorneys, charitable giving professionals, accountants, certified financial planners, investment advisors, trust officers, non-profit advisors, and educators. Join us for a recap of this year’s Institute provided by Cindy Ackerman, a shareholder with Moss & Barnett’s wealth preservation and estate planning practice area, including guidance on both the tax and non-tax issues involved in individual and estate planning; the increasingly important area of income tax planning for individuals, trusts, and estates; and the intersection of income and wealth transfer tax planning.

Agenda
1. Potential impact of 2016 election
2. Update on Section 2704 proposed regulations
3. Priority Guidance Plan
4. Non-tax recent developments
5. Estate Freezes - GRATs, Sales to intentionally defective trusts and preferred partnerships
6. Minimizing fiduciary risk
7. Planning considerations for foreign persons owning US assets
8. Basis consistency

Pending approval for 1 hour of Minnesota insurance and CLE continuing education

Registration, Networking and Breakfast  - 7:30 am
Speaker Begins - 8:00 am
Meeting Ends - 9:00 am

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