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Event Date | Mon Jan 13 EST - Fri Jan 17 EST (almost 5 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
Esquire
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
2020 Sponsors
DIAMOND SPONSORS:
• Bank of America
• Bloomberg Tax
• South Dakota Trust Company LLC
• St. Jude Children's Research Hospital
PLATINUM SPONSORS:
• Ashar Group
• BDO
• CAF America
• Cancer Research Intitute
• Charles Schwab
• CIBC
• Comerica
• Deloitte
• Deutsche Bank Wealth Management
• EY
• Foundation Source
• InterActive Legal
• KPMG
• LexisNexis
• Northern Trust
• Peak Trust Company
• PNC Wealth Management
• Prager Metis
• Ren PSG
• Shriners Hospitals
• Sterling Foundation Management LLC
• SunTrust Private Wealth
• UBS
• Wells Fargo
• Wolters Kluwer