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Heckerling Institute on Estate Planning

News and insights from the annual conference held in Orlando, Fla.

The Importance of Personal Trusts Under the New Tax ActThe Importance of Personal Trusts Under the New Tax Act

Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes - view the full video.

February 11, 2019

Sponsored by Wilmington Trust

At the 53rd Annual Heckerling Institute of Estate Planning, Susan Lipp, Editor in Chief of Trusts & Estates, met with Wilmington Trust’s Jeff Wolken, National Director of Fiduciary Strategies and Drew Horwitz, Deputy Chief Wealth Strategist, to discuss the increased importance of personal trusts under the new tax act.