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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.

Current Developments
Mar 16, 2022
Estate Planning Current Developments (March 16, 2022)
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Current Developments
Jan 12, 2022
Estate Planning Current Developments (December 2021)
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Case Summaries
Jan 3, 2022
The Top Ten Estate Planning and Estate Tax Developments of 2021
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Case Summaries
Oct 29, 2021
Nongrantor Trusts – Structuring Checklist
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Case Summaries
Sep 10, 2021
Transfer Planning in 2021, Including Transfers in Anticipation of Possible Retroactive Transfer Tax Legislation
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Heckerling Musings
Sep 10, 2021
Heckerling Musings 2021 and Estate Planning Current Developments
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Current Developments
May 13, 2021
Estate Planning Current Developments and Hot Topics (May 2021)
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ACTEC Summaries
May 10, 2021
ACTEC 2021 Annual Meeting Musings
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Current Developments
Apr 16, 2021
Legislative Update: Biden Administration Priorities, Senator Sanders’ Proposals, and Deemed Sales upon Gifts and at Death (April 2021)
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ACTEC Summaries
Mar 9, 2021
ACTEC 2020 Fall Meeting Musings
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