Heckerling Institute
Heckerling Institute on Estate Planning Jan 12th -16th
As an annual participant at the Heckerling Estate Planning Conference it was clear that professional advisors are gearing up for a new estate tax direction that will be imposed in 2010 and beyond. With monetary needs reaching nightmare levels as a result of the economy, revenues generated via estate taxation are expected to increase. During the conference the underlying tone indicated that life insurance should be part of every estate plan, and that premium financing is an excellent strategy to consider when gift taxes become an issue and the efficient transfer of wealth is important.