Orlando World Center Marriott
Orlando World Center Marriott, 8701 World Center Dr, Orlando, FL 32821, USA

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Event Date Mon Jan 13 EST - Fri Jan 17 EST (almost 2 years ago)
Location Orlando World Center Marriott
8701 World Center Dr, Orlando, FL 32821, USA
Region Americas

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, and nonprofit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

In addition to traditional estate planning topics, the 54th Institute offers guidance on planning effectively in today’s uncertain and unpredictable times. The Recent Developments Panel analyzes the most significant developments of 2019, providing both practical planning tips and a look at what might lie ahead. The Lloyd Leva Plaine Distinguished Lecture features Michael Greenwald, formerly with the U.S. Treasury Department, examining the central role of the U.S. dollar and the American banking system in dealing with new geoeconomic threats to financial and national security.


2020 Advisory Committee

Tina Portuondo, Chair
University of Miami School of Law

Steve R. Akers
Bessemer Trust

Ronald D. Aucutt
Bessemer Trust

Norman J. Benford
Greenberg Traurig, P.A.

John F. Bergner
Winstead P.C.

Turney P. Berry
Wyatt, Tarrant & Combs, LLP

Samuel A. Donaldson
Georgia State University College of Law

S. Stacy Eastland
Goldman, Sachs & Co.

Charles D. “Skip” Fox, IV
McGuireWoods LLP

Carol A. Harrington
McDermott Will & Emery LLP

Ellen K. Harrison
McDermott Will & Emery LLP

Donald O. Jansen
The University of Texas System

Bernard A. Krooks
Littman Krooks LLP

Paul S. Lee
Northern Trust

Stephanie Loomis-Price
Winstead P.C.

Mary Ann Mancini
Loeb & Loeb LLP

Carlyn S. McCaffrey
McDermott Will & Emery LLP

Louis A. Mezzullo
Withers Bergman LLP

Steven K. Mignogna
Archer & Greiner, P.C.

M. Read Moore
McDermott Will & Emery LLP

Richard W. Nenno
Wilmington Trust Company

John W. Porter
Baker Botts, L.L.P.

Susan Porter
Fiduciary Consultant

Bruce S. Ross
Holland & Knight LLP

Alan F. Rothschild, Jr.
Page, Scrantom, Sprouse, Tucker & Ford, P.C.

Gideon Rothschild
Moses & Singer LLP

Pam H. Schneider
Gadsden Schneider & Woodward LLP

Robert H. Sitkoff
Harvard Law School

Bruce M. Stone
Goldman, Felcoski & Stone, P.A.

Howard M. Zaritsky

Mark L. Ascher
University of Texas School of Law

Alan D. Bonapart
Bancroft & McAlister LLP

Lawrence Brody
Bryan Cave Leighton Paisner

J. Donald Cairns
Schneider Smeltz
Spieth Bell LLP

Dave L. Cornfeld
St. Louis, Missouri

Joseph G. Gorman, Jr.
Sheppard Mullin

Max Gutierrez, Jr.
San Francisco, California

Marcia Chadwick Holt
Davis, Graham & Stubbs LLP

Jerry J. McCoy
Washington, D.C.

Judith W. McCue
Chicago, Illinois

Malcolm A. Moore
Seattle, Washington

Jeffrey N. Pennell
Emory University School of Law

John R. Price
Seattle, Washington

Sponsors & Partners

2020 Sponsors

• Bank of America
• Bloomberg Tax
• South Dakota Trust Company LLC
• St. Jude Children's Research Hospital

• Ashar Group
• CAF America
• Cancer Research Intitute
• Charles Schwab
• Comerica
• Deloitte
• Deutsche Bank Wealth Management
• EY
• Foundation Source
• InterActive Legal
• LexisNexis
• Northern Trust
• Peak Trust Company
• PNC Wealth Management
• Prager Metis
• Ren PSG
• Shriners Hospitals
• Sterling Foundation Management LLC
• SunTrust Private Wealth
• Wells Fargo
• Wolters Kluwer