Heckerling Musings Heckerling Musings 2017 and Estate Planning Current Developments (through October 2017)

Steve R. Akers

Oct 01, 2017

Observations from the 51st Annual Philip E. Heckerling Institute on Estate Planning held in Orlando during the week of January 9, 2017, as well as other current developments, are summarized.

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Copyright © Bessemer Trust Company, N.A.  All rights reserved.
This summary reflects the views of Bessemer Trust and is for your general information. The discussion of any estate planning alternatives and other observations herein are not intended as legal or tax advice and do not take into account the particular estate planning objectives, financial situation or needs of individual clients. This summary is based upon information obtained from various sources that Bessemer believes to be reliable, but Bessemer makes no representation or warranty with respect to the accuracy or completeness of such information. Views expressed herein are current opinions only as of the date indicated, and are subject to change without notice. Forecasts may not be realized due to a variety of factors, including changes in law, regulation, interest rates, and inflation.

Steve Akers
Senior Fiduciary Counsel
Steve serves as Chair of the firm’s Estate Planning Committee and works closely with clients in the Southwest Region regarding their estate and trust planning issues.