57th Annual Heckerling Institute on Estate Planning 2023 | Ultimate Estate Planner, Inc. | 9 January 2023 | Orlando World Center Marriott, 8701 World Center Dr, Orlando, FL 32821, USA
Venue
Orlando World Center Marriott
Orlando World Center Marriott, 8701 World Center Dr, Orlando, FL 32821, USA
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| Event Date | Mon Jan 9 EST - Fri Jan 13 EST (almost 2 years ago) |
| Location |
Orlando World Center Marriott
8701 World Center Dr, Orlando, FL 32821, USA |
| Region | Americas |
Details
Take advantage of this unique opportunity to attend the nation’s premier continuing education program for estate planners presented by the nation’s leading experts, will cover a wide range of advanced level planning topics of interest to the entire estate planning team including attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors. Sessions will be delivered in-person or interactive virtual format with topics including:
• Focus Series – Planning for the Middle-Rich
• Planning with Trusts
• Business and Financial Assets
• Litigation
• International Planning
• Charitable Giving and Philanthropy
• Ethics
• Fundamentals
On-site attendees will enjoy connecting with colleagues both old and new at social and networking events scheduled throughout the week-long Institute. On-site attendees will also enjoy the opportunity to review the latest in technology, goods and services in our unique exhibit hall dedicated entirely to the estate planning industry.