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Heckerling Institute on Estate Planning 2018

Valbridge Property Advisors recently attended the 2018 Heckerling Institute Estate Planning Conference held in Orlando, Florida in January. This was Valbridge’s fourth year in a row attending as a Gold Sponsor. In attendance from Valbridge were Richard Armalavage, CEO and President, Karl Finkelstein, VP of Marketing and Business Development, Chris Lantz, Senior Managing Director | Houston, Gerald Teel, Senior Managing Director | Houston, Jeff Miller, Senior Managing Director | Atlanta, Robert Klein, Senior Managing Director | Tampa Bay, George Denman, Senior Managing Director | New Jersey, Frank Trupia, Managing Director | New York, David Boyd, Senior Managing Director | Daytona Beach, and Don Oehlrich, Managing Director | Orlando.

The Heckerling Institute on Estate Planning is the leading and largest conference for estate planning professionals. It provides unmatched professional and educational development opportunities and resources for all levels of estate planning. The goal of the conference is to provide attendees with exclusive information and practical guidance needed to plan effectively in an uncertain and unpredictable economic environment. Featured speakers at the conference included Carol A. Harrington, Partner | McDermott Will & Emery, Steve R. Akers, Senior Fiduciary Counsel | Bessemer Trust, Carlyn S. McCaffrey, Partner | McDermott Will & Emery, and Jeffrey N. Pennell, Professor of Law | Emory.

The conference offered comprehensive coverage on the most important tax and non-tax planning issues. Topics included the continued importance of income tax and basis planning, the impact of emerging technological developments, the increasing significance of international planning issues, and the impact of the 2017 Tax Act. Other highlighted subjects covered helpful information like what real estate professionals can do to take advantage of the increased exemptions, how the denial of deductions affects trusts, how the pass-through income tax dedication affects entity, the effect on charitable planning, and how the Act affects employee benefit plans.

The conference had 45 educational sessions with a faculty comprised of the nation’s leading experts. The educational sessions offered up to date information on the most recent changes in tax legislations and how those changes will affect estate planning along with several other topics. Attendees had the choice to attend a wide range of sessions including series focused on closely-held business planning, planning with trusts, international planning, financial assets, charitable giving, elder law, litigation, and fundamentals of estate planning.

The Valbridge group in attendance at the conference held a booth where they were able to meet with existing clients and network to create new relationships. Attendees who stopped by the Valbridge booth had the opportunity to be entered in a drawing to win surf and turf for a year. Congratulations to John P. Golden for winning the drawing!  Everyone at Valbridge hopes you enjoy your year supply of surf and turf and thank you for stopping by our booth.

As always, Valbridge Property Advisors appreciate the opportunity to attend a conference that offers educational and professional opportunities to grow as appraisers, both individually and as a company, in the always changing industry of real estate.