Private Wealth Matters

Live from the Heckerling Institute on Estate Planning

Live from the Heckerling Institute on Estate Planning

heckerlingThe most prestigious estate planning conference of the year is starting this week, the 50th annual Heckerling Institute on Estate Planning, located in Orlando, Florida. Our recent merger with Averett Warmus Durkee, P.A. (AWD), a $15 million Central Florida CPA firm with about 100 staff members, makes Orlando a hot spot for activity this month.
Heckerling is the largest and most prestigious estate planning conference in the country. This year’s Institute has again drawn more than 3,000 attendees. Several Withum partners specializing in estate planning and private client Services are attending this week’s Institute and will be reporting on important topics being discussed. This is the first of a series of blogs on the Institute.
Stay tuned!

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