SANTA CLARA COUNTY ESTATE PLANNING COUNCIL

Join us for a summary of key developments and insights from the 60th Heckerling Institute on Estate Planning, one of the leading conferences in the field. The session will highlight recent legislative updates, tax thresholds, and emerging planning issues affecting estate planners, including changes impacting charitable deductions, trust and estate taxation, and planning opportunities involving qualified small business stock and 529 plans. It will also review notable recent fiduciary and tax cases, practical considerations in trust structuring and administration, and evolving ethical and collaboration issues among advisors serving complex families. Together, these highlights offer estate planning professionals a practical overview of current trends, risks, and planning strategies shaping the estate planning landscape.

AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 - Presentation
8:00 - Concluding Remarks

REGISTRATION FEES
Fees are the same for in-person or online attendance. 
Premier Members - No Fee (included in annual dues)
Regular Members - $90
First Time Guests - $100
Return Guests - $120

QUESTIONS?
Contact Danielle@SCCEPC.org

This activity has been approved for 1.0 hours of MCLE credit by the State Bar of California. The Santa Clara Estate Planning Council is a State Bar of California approved MCLE provider, MAP Provider #9350.
This program is pending acceptance by the CFP Board for CE credit.
A general certificate of attendance will be provided for others who may be able to apply the program toward their continuing education requirements. This includes Accounting.