February, 2007


Highlights of Estate Planning Hot Topics and

Current Developments Discussed at 2007 Heckerling Institute on Estate Planning



The 41st Annual Philip E. Heckerling Institute on Estate Planning the week of January 8, 2007 was again outstanding. I have summarized some of my observations from the week that I want to take away from the Institute. I attribute all the good ideas to other speakers at the conference and other ideas that I have recently heard. I have not researched the various issues to confirm the correctness of or to endorse all of the ideas presented by the various speakers. The summary includes some substantive items that I personally found interesting and includes a wide variety of interesting and creative planning strategies. (I obviously could not attend all of the meetings, and doubtless there are many other highlights from the week that I have not included.) I generally have not included a number of current developments that were discussed at the Heckerling Institute but that I have previously addressed in my “Fall Musings 2006.” Click here to continue reading this article.