St. Paul Breakfast Meeting: Heckerling Institute on Estate Planning Review
Heckerling Institute on Estate Planning Review
with Presenter Cindy Ackerman
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. Join us for a recap of this year’s Institute provided by Cindy Ackerman, a shareholder with Moss & Barnett’s wealth preservation and estate planning practice area, 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.
Registration, Networking and Breakfast: 7:30 am
Speaker Begins: 8:00
Meeting Ends: 9:00 am
RSVP by February 12th, 2015