Highlights of Heckerling Institute on Estate Planning and Review of Estate Planning Current Developm
Check-in begins at 11:45 am. Lunch and Presentation from 12:00-1:15 pm.
About the talk: Estate planning current developments and hot topics, including observations from the Heckerling Institute on Estate Planning will be addressed. Topics include:
· Status of estate and gift tax legislation and planning in light of legislative developments
· Update regarding planning considerations for FLPs and LLCs
· Transfer planning latest developments with GRATs and sales to grantor trusts
· Using formula clauses to minimize transfer tax risk
Speaker bio: Steve R. Akers, JD, is a Managing Director with Bessemer Trust in Dallas, Texas, where he is Fiduciary Counsel, Southwest Region.
Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law and continues to serve on various committees of that Section. He is a Fellow of the American College of Trust and Estate Counsel, and currently serves as a Regent, as the Editor of the ACTEC Journal and as a member of the ACTEC Long Range Planning Committee. He is a past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section. He is a co-author of A Planning Guide to Buy-Sell Agreements.