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Heckerling Musings

Heckerling Musings 2023 & Current Developments

For your clients

Five short videos offering time-tested wealth planning insights.

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Video Series

Seeking Wisdom: Lessons learned about designing wealth plans that last, and more

We are pleased to share our insights with our professional partners, including Heckerling and ACTEC meeting summaries, timely commentary on policymaking, and insights on a range of court cases.

Case Summaries
Apr 10, 2023
Estate Tax Changes Past, Present, and Future (April 10, 2023)
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Case Summaries
Apr 10, 2023
Washington Update (With Selected Cases)
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Current Developments
Apr 10, 2023
Washington Update (April 10 2023)
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Heckerling Musings
Feb 27, 2023
Heckerling Musings 2023 and Estate Planning Current Developments
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Case Summaries
Jan 9, 2023
The Top Ten Estate Planning and Estate Tax Developments of 2022
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Current Developments
Jan 6, 2023
Estate Planning Current Developments and Hot Topics 2022 (December 2022)
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Case Summaries
Jul 12, 2022
New Proposed Regulations Will Limit Graegin Loans and Much More
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Case Summaries
Jul 1, 2022
Grantor Retained Annuity Trusts (GRATs) and Installment Sales to Grantor Trusts, July 2022
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Case Summaries
Jul 1, 2022
The Statute of Limitations and Disclosure Rules for Gifts, July 2022
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Heckerling Musings
Jun 7, 2022
Heckerling Musings 2022 and Estate Planning Current Developments
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