We recently attended the 59th Annual Heckerling Institute on Estate Planning, where we gained insights to better serve our clients. Here are three key takeaways:
1. Purpose Trusts
Purpose trusts help preserve family values, businesses, or charitable missions beyond your lifetime. They can be an innovative way to align your estate plan with your goals.
2. Bulletproofing Your Plan
Clear language, regular reviews, and proactive strategies can make your estate plan more resilient against disputes and changes over time.
3. Smart Charitable Giving
Maximize tax benefits while supporting meaningful causes through donor-advised funds, charitable trusts, or direct gifts.
We’re here to tailor these strategies to your needs. Contact us to discuss how these ideas can enhance your estate plan.
The Heckerling Institute on Estate Planning is the nation’s leading educational conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 59th Heckerling Institute covers topics of timely interest to attorneys, accountants, trust officers, charitable giving professionals, wealth management professionals, and nonprofit advisors.