Minneapolis Dinner Meeting: Heckerling Institute on Estate Planning Review

Hosted by Twin Cities Financial and Estate Planning Councils, Minneapolis Dinner Meeting, Crowne Plaza Northstar, Minneapolis, MN

The Heckerling Institute on Estate Planning is the national gathering place for estate planners, including attorneys, charitable giving professionals, accountants, certified financial planners, investment advisors, trust officers, non-profit advisors, and educators. Cindy Ackerman, a shareholder with Moss & Barnett’s wealth preservation and estate planning practice area, will provide a recap of this year's Institute, including guidance on both the tax and non-tax issues involved in individual and estate planning; the increasingly important area of income tax planning for individuals, trusts, and estates; and the intersection of income and wealth transfer tax planning.