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 including recent cases and IRS rulings.
Learning Objectives
By Attending this Session Advisors will….
Learn about the Corporate Transparency Act
Review Grantor Trust Concepts
Understand the Benfits and Limitations of a 501(c)(4) Entity for certain types of Charitable Giving
Consider ESG Investing for Trustees under the Fiduciary Duty Standard
Receive an Update on Recent Cases from Heckerling
Zoom Login: 7:45 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am
