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DTSTART:20250225T134500Z
DTEND:20250225T150000Z
LOCATION:Zoom - Virtual Only
UID:2614720250225T134500ZVirtual Meeting: Heckerling Review
DTSTAMP:20260414T232057Z
DESCRIPTION:\n \n \n \n \n \n \nHeckerling Review\n Panelists: Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS, Kelli Hill, JD, CFP®,  James Lannan and Marcia Urban\n       \n \n \n \n \n \n \nJoin our expert panel as they break down the most critical estate planning strategies and updates from the Heckerling Institute on Estate Planning. \n \nTopics to be discussed include: \n The impact of a potential Republican trifecta on estate, gift, and GST tax exemptions The latest on the Corporate Transparency Act and beneficial ownership reporting Key Supreme Court decisions reshaping tax regulation challenges and planning strategies Final regulations and rulings on basis consistency, GST tax relief, and buy-sell agreements New developments in retirement benefit planning under SECURE 2.0 IRS challenges to family limited partnerships and grantor trust modifications Lessons from recent qualified trust termination cases  \nZoom Login: 7:45 am\n Presentation Begins: 8:00 am\n Program Ends: 9:00 am\n \nAnticipated CE: 1 CFP®, 1 MN Insurance & 1 CLE Credit\n      \n \n[DETAILS](https://cvent.me/Ox51oG)\n[REGISTRATION](https://cvent.me/5YWZ7d)\n
SUMMARY:Virtual Meeting: Heckerling Review - Twin Cities Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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