The 59th Annual Heckerling Institute on Estate Planning was a must-attend event for independent financial advisors deeply involved in estate planning. The conference offers insights into critical tax and non-tax planning issues, as well as planning implications stemming from recent or anticipated legislation and regulations.

Attendees gain access to:

• Expert-Led Sessions: Leading authorities in estate planning and tax law, providing actionable strategies and updates.

• Legislative Insights: Discussion of the impact of new and proposed regulatory changes.

• Networking Opportunities: Peers, industry experts and other financial professionals.

• Practical Guidance: Tools to address complex estate planning challenges.

The Institute is run by the University of Miami School of Law and opens the estate planning calendar each January.

Heckerling 2027

The 61st Annual Heckerling Institute is scheduled for January 11-15, 2027 in Orlando, FL.

Heckerling Institute information