Shapiro, Blasi, Wasserman & Hermann attorney Joseph M. Landolfi, Jr. recently attended the 2020 Heckerling Institute on Estate Planning in Orlando, Florida.
The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals.
Topics discussed at this year’s conference included current developments in estate planning (such as the 2019 SECURE Act), grantor and non-grantor trust considerations, changing residence tax and legal considerations, ethical issues in representing the modern family, special needs trusts, international estate planning, trust planning, silent trusts and disclosures to beneficiaries, generation-skipping transfer tax considerations, elder abuse, family foundations, family governance, powers of appointment, and charitable giving.
If you would like to learn more about current developments in estate planning, please visit Joseph’s bio here.
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