Mercer Capital Attending the 2023 Heckerling Institute on Estate Planning

Atticus L. Frank, CFA, ABV, and Andrew Frew, ASA, ABV will be attending the 2023 Heckerling Institute on Estate Planning in Orlando, Florida during the week of January 9 – 13, 2023.

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team.

Per the Institute’s website, this year’s program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.

The educational programming, presented by the nation’s leading experts, examines a wide range of today’s most important tax and non-tax planning issues and offers practical guidance on planning effectively in the current uncertain economic and legal environments. The Recent Developments Panel analyzes the significant tax and non-tax developments of 2022, including the potential planning implications of the results of the mid-term elections, and of enacted or anticipated legislation. The panel reconvenes later in the week to answer questions submitted by attendees. The Lloyd Leva Plaine Distinguished Lecture features Tax Court Judge Maurice B. Foley offering his insights on how a judge’s prior legislative and executive branch experience may impact their judicial philosophy. During the remainder of the week, attendees can benefit from programs covering a broad range of advanced-level planning topics, or can customize their educational experience with the following specialized program tracks:

• Focus Series – Planning for the Middle-Rich
• Planning with Trusts
• Business and Financial Assets
• Litigation
• International Planning
• Charitable Giving and Philanthropy
• Ethics
• Fundamentals

If you will be attending also, let Atticus and Andy know.

About Mercer Capital

Mercer Capital is a national business valuation and financial advisory firm founded in 1982. We offer a broad range of valuation services, including corporate valuation, gift, estate, and income tax valuation, buy-sell agreement valuation, financial reporting valuation, ESOP and ERISA valuation services, and litigation and expert testimony consulting. In addition, Mercer Capital assists with transaction-related needs, including M&A advisory, fairness opinions, and strategic alternatives assessment.