49th Annual Heckerling Institute on Estate Planning

Private Wealth Services attorneys Sarah Butters, Ed Koren and Bruce Ross will participate in the 49th Annual Heckerling Institute on Estate Planning. The event will offer practical guidance on tax and non-tax issues involved in individual and estate planning.

Topics

• Sarah Butters  |  A Closer Look at Powers of Appointment in the Current Planning Environment
• Ed Koren  |  Advising the Fiduciaries of Trusts and Estates Holding Business Interests - Balancing Tax Objectives with State Law Duties