Feb 23 2022 4:00PM

2022 Selected Heckerling Topics

Even though the January, 2022 dates for Heckerling have been cancelled, we can still discuss selected topics from the conference’s agenda. Please join Jere Doyle of BNY Mellon Wealth Management for an informative discussion that will include a summary selected issues of importance to estate planners including: the income taxation of partnerships, recent developments, charitable self-dealing rules, gifts to foreign charities, state income taxation of trusts, and private placement life insurance.