Highlights from Heckerling

WHAT WE’LL COVER

Please join us on Friday, May 7, from 11:00-12:30pm ET as WealthCounsel staff attorneys engage in a roundtable discussion focused on practical takeaways and other highlights from the 2021 Heckerling Institute on Estate Planning.

This 90 minute, CLE-eligible webinar will touch upon:

Income tax pitfalls in estate planning
Charitable Remainder Trusts and their ability to stretch an Inherited IRA
Asset protection
Strategic estate planning in a year of change
Recent developments and caselaw on fiduciary obligations
Diversity, culture and ethics in estate planning
Generation Skipping Transfer tax
Client confidentiality in a virtual engagement
Estate planning for retirement benefits in a post-SECURE world
Distributable Net Income

CLE:
1.0 credits (may qualify for General, Elimination of Bias, or Ethics, depending on your state requirements)
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN

NO CFP
NO CPE

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.