54th Annual Heckerling Institute on Estate Planning

Events

54th Annual Heckerling Institute on Estate Planning

Date & Time
January 15, 2020
9:00 AM - 5:20 PM EST
Location
Orlando, Fla.
Event

Private Clients, Trusts and Estates Practice Group Leader Thomas Abendroth and Partner David Blickenstaff will speak at the 54th Annual Heckerling Institute on Estate Planning, the largest annual professional development conference for trust and estate planning professionals.

Tom will present “Full Disclosure: It’s a Matter of Trust.” This session will review the trustee’s duty to disclose, explore the Uniform Trust Code and other state statutes, and discuss implications of creating a “silent trust.” January 15 from 9:00 – 9:50 a.m.

Tom will also participate in a panel on the topic “The Fiduciary Drake Passage: Navigating to Avoid Common Trustee Liability Issues.”  As a panelist, he will discuss common challenging situations trustees encounter, review issues that give rise to liability, and offer trustees key insights to avoiding missteps. January 15 from 3:50 – 5:20 p.m.

Dave and  his fellow panelists will present “Fire Cannot Kill a Dragon: Hot Topics in Privilege and Ethics Issues.” During this session, Dave will review recent cases and topics relating to protecting the attorney-client privilege and avoiding ethical landmines in the estate planning context. January 15 from 3:50 – 5:20 p.m.