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DTSTART:20170228T133000Z
DTEND:20170228T150000Z
LOCATION:Midland Hills Country Club 
UID:1421220170228T133000ZBreakfast Meeting: Heckerling Review
DTSTAMP:20260420T094356Z
DESCRIPTION:\nHECKERLING INSTITUTE ON ESTATE PLANNING REVIEW \nPresenter Cindy Ackerman\n \n[REGISTRATION LINK](http://www.cvent.com/d/3vqt8x/4W) \n \n[DETAILS LINK](http://www.cvent.com/d/3vqt8x)\n \nThe 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.\n \nAgenda\n1. Potential impact of 2016 election\n 2. Update on Section 2704 proposed regulations\n 3. Priority Guidance Plan\n 4. Non-tax recent developments\n 5. Estate Freezes - GRATs, Sales to intentionally defective trusts and preferred partnerships\n 6. Minimizing fiduciary risk\n 7. Planning considerations for foreign persons owning US assets\n 8. Basis consistency\n \nPending approval for 1 hour of Minnesota insurance and CLE continuing education\n \nRegistration, Networking and Breakfast  - 7:30 am\n Speaker Begins - 8:00 am\n Meeting Ends - 9:00 am\n
SUMMARY:Breakfast Meeting: Heckerling Review - Twin Cities Estate Planning Council 
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DESCRIPTION:Reminder
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