While Minnesota was enjoying mid-day high temperatures of -1, Christopher Burns was absorbing the content of the 50th Annual Heckerling Institute on Estate Planning in Orlando, Florida. Christopher brings that content back to Twin Cities Estate Planning Council and shares what is new, what remains the same, and what to expect in legislative changes and Supreme Court decisions related to estate planning in the coming year. Click for the Annual “Heckerling Update,” a recap of the 50th Annual Conference.
-Recent developments in estate planning and tax law
-IRS audit practice overview
-US Supreme Court
-Net Investment Income Tax
-Non-profit board service
-Changing world views on trusts
-Insurance planning mistakes to avoid