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Heckerling Conference BeginsHeckerling Conference Begins

Here's what's happening so far

Susan R. Lipp - Moderator, Editor in Chief

January 12, 2015

1 Min Read
Heckerling Conference Begins

It’s Day 1 of the Heckerling conference in Orlando, Fla. From what we can tell, attendees still seem to be absorbing the changes in the law.  There have been some unexpected implications, says our editorial advisory board member Martin Shenkman. For example, the power of attorney has taken on increased importance. It should no longer be an afterthought, but rather a well thought out document.

People seem very interested in hearing about portability and the step-up in basis rules. Fortunately, the first session included detailed information on just these issues. Others were interested in hearing about the ethical considerations that will be discussed at a special session on Thursday afternoon.

If you’re currently at the conference, stop by our booth (513-515) and let us know your thoughts about the conference.

About the Author

Susan R. Lipp - Moderator

Editor in Chief, Trusts & Estates Magazine

Susan R. Lipp is editor in chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.
Susan served in leadership positions at Vendome Group, LLC (formerly Brownstone Publishers, Inc.) with editorial responsibility for publications and newsletters. Following her tenure at Vendome Group, Susan joined Community Housing Improvement Program (CHIP) as General Counsel, where she was editor in chief of its monthly newsletter and implemented initiatives to educate members on legal requirements. Susan began her career at Rosenberg and Estis, P.C., a real estate law firm in New York City.
Susan holds a Bachelor of Arts in Sociology from Brandeis University. She received her Juris Doctor Law degree from Hofstra University School of Law, graduating with distinction and having served as Associate Editor of the Law Review. Susan is admitted to practice law in New York State and is a member of the New York State Bar Association.