Zoom Only Event: Heckerling Institute on Estate Planning Review

Date: Tuesday, February 27, 2024
Time: 7:45am - 9:00am
Location: Zoom
Speaker: Sonny Miller


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

Anticipated CE: 1 CFP®, 1 MN Insurance & 1 CLE Credit

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