Thursday, January 18, 2007

2007 Heckerling Institute Summaries Available

The 41st Annual Heckerling Institute on Estate Planning, offered by the University of Miami School of Law, was held January 8-12, 2007, in Orlando, Florida.

The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals. The program is designed for sophisticated attorneys, trust officers, accountants, insurance advisors, and wealth management professionals who are familiar with the principles of estate planning. The Institute offers something of interest to every member of the estate planning team.

Summaries of presentations made during past Institutes traditionally were posted online by the Real Property, Probate & Trust Law Section, of the American Bar Association. For past years, see these links:

The summaries for the 2007 Institute are available. See: New Reports from the 2007 Heckerling Institute. The index for the various reports is found here.

These "reports from the event" were already provided contemporaneously to ABA-RPPT Section members on its Probate-Trust Listserv (
ABA-PTL List), and also to ACTEC members on its listserv. Each report can also be accessed at any time from the ABA-PTL Discussion List's Web-based Archive.

These summaries are not the same as the detailed materials distributed to registered participants; but all the concepts discussed during the sessions are mentioned.

So, if you seek general acquaintance with recent developments or overall trends in estate planning, these summaries deliver both. And you could always obtain specific detailed materials from the Institute as you might need.