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Highlights of Heckerling | Wealth Management

The speakers will review the important topics discussed at the Heckerling Institute on Estate Planning in January 2023 in Orlando, Fla., including:

  1. The increases in the lifetime exclusion and its effect on planning
  2. The looming sunset of the 2017 increase in the exclusion and new proposed regulations on clawback
  3. IRS challenges to grantor retained annuity trusts
  4. Proposed IRC Section 2053 regulations
  5. Marital deduction planning, including new rules on late portability elections
  6. Split-dollar life insurance, including the Levine split-dollar case and its teachings for IRC Section 2036 purposes
  7. The latest on planning with retirement benefits under the SECURE Act
  8. The Corporate Transparency Act

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by








Kevin Matz


ArentFox Schiff


Thomas W. Abendroth

Partner and Private Clients, Trusts & Estates Practice Leader

ArentFox Schiff


Stephen Liss


ArentFox Schiff


Susan Lipp – Moderator

Editor in Chief

Trusts & Estates



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