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The speakers will review the important topics discussed at the Heckerling Institute on Estate Planning in January 2023 in Orlando, Fla., including:
- The increases in the lifetime exclusion and its effect on planning
- The looming sunset of the 2017 increase in the exclusion and new proposed regulations on clawback
- IRS challenges to grantor retained annuity trusts
- Proposed IRC Section 2053 regulations
- Marital deduction planning, including new rules on late portability elections
- Split-dollar life insurance, including the Levine split-dollar case and its teachings for IRC Section 2036 purposes
- The latest on planning with retirement benefits under the SECURE Act
- The Corporate Transparency Act
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Kevin Matz
Partner
ArentFox Schiff
Thomas W. Abendroth
Partner and Private Clients, Trusts & Estates Practice Leader
ArentFox Schiff
Stephen Liss
Partner
ArentFox Schiff
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
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