Description
Join us on February 4th for the Community Foundation of Broward’s Best of Heckerling panel discussion, where we’ll distill the most impactful insights and strategies from this year’s conference. Our panel of seasoned experts will highlight key takeaways, provide analysis on recent legislative changes, and explore their implications for estate planning in 2025 and beyond.
This discussion is an excellent opportunity for professional advisors to deepen their understanding of the latest trends and gain actionable advice tailored to the unique needs of their clients. Whether you attended the Heckerling Conference or not, this session will offer valuable perspectives and practical guidance to enhance your practice and your ability to serve your clients effectively.
Don’t miss this chance to engage with industry leaders and stay at the forefront of estate planning innovation.
Learning Objectives
- decipher between when to use CRATS and GRATS in modern estate and financial planning practices - determine when it is appropriate to consult with a different type of advisor - differentiate between the regulatory changes of the 2022-2023 tax and estate planning law updates and the effects they will have on clients moving forward