The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals.
Topics discussed at this year’s conference included current developments in estate planning (such as the 2019 SECURE Act), grantor and non-grantor trust considerations, changing residence tax and legal considerations, ethical issues in representing the modern family, special needs trusts, international estate planning, trust planning, silent trusts and disclosures to beneficiaries, generation-skipping transfer tax considerations, elder abuse, family foundations, family governance, powers of appointment, and charitable giving.
If you would like to learn more about current developments in estate planning, please visit Joseph’s bio here.
7777 Glades Road
Boca Raton, Florida 33434
Phone (561) 477-7800
Fax (561) 477-7722
Contacting Shapiro, Blasi, Wasserman & Hermann, P.A. or any individual Shapiro, Blasi, Wasserman & Hermann, P.A. attorney or employee via the internet does not create an attorney-client relationship without our prior written agreement.
Please do not send us any information you regard as confidential unless and until we have agreed to a formal attorney-client relationship.
Information conveyed prior to establishing an attorney-client relationship is not privileged or confidential.
You should also be aware that information you convey to Shapiro, Blasi, Wasserman & Hermann, P.A. via the Internet may not be secure.
Copyright 2020 Shapiro, Blasi, Wasserman & Hermann, P.A. All Rights Reserved
Shapiro, Blasi, Wasserman & Hermann, P.A., with offices located in Boca Raton, Florida, has practice areas in Commercial Litigation, Labor and Employment, Construction Litigation, Chinese Drywall Litigation, Bankruptcy and Creditor's Rights, Real Estate Transactions, Real Estate Litigation, Business Transactions, Family Law, Wills, Trusts and Estates, and Appellate Matters. We represent clients throughout Florida and nationwide.