Five Attorneys from Hinman, Howard & Kattell’s Trusts, Estates and Wealth Planning Practice Group Attend 49th Annual Heckerling Institute on Estate Planning

Partners Jon Sarra and John Bedosky and Special Counsel Erik JohMark McWilliams and David Armstrong all attended the 49th Annual Heckerling Institute on Estate Planning at the University of Miami School of Law in Orlando, Florida January 12 through January 16, 2015.  All five gentlemen are members of the firm’s Trusts, Estates and Wealth Planning practice group.

The Heckerling Institute on Estate Planning offers attendees practical guidance on both the tax and non-tax issues involved in individual and estate planning. In addition to traditional estate planning topics, the program explored the increasingly important area of income tax planning for individuals, trusts, and estates, and examined the intersection of income and wealth transfer tax planning. The program also included extensive coverage of the non-tax topics of timely interest to estate planners, including asset protection, charitable giving, special needs planning, fiduciary administration, and planning with trusts.

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