Each year the University of Miami sponsors the Heckerling Institute on Estate Planning. The 57th Institute took place in Orlando, Florida in January 2023. The Institute is widely regarded as the premier estate planning program in the country as thousands of attorneys, trust officers, financial planners, and related parties descend upon the Orlando World Center Marriott Resort and Convention Center for a week-long educational conference. As the Associate Director of Education for the American Academy of Estate Planning Attorneys, I attended the conference so that I can share with Academy Members all the great information from the conference. Read on to learn more.
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