Chris Mercer, CFA, ASA, ABAR, founder and CEO, Matt Crow, CFA, ASA, president, Tim Lee, ASA, managing director, Nick Heinz, ASA, senior vice president, and Barbara Walters Price, senior vice president will be attending and exhibiting at the 2014 Heckerling Institute on Estate Planning during the week of January 13 – 17.
The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals.
This year’s program offers practical guidance on both planning strategies and practice development in the new wealth transfer tax environment. The program includes expanded coverage of the increasingly important areas of elder law, asset protection, and income tax planning without sacrificing coverage of traditional core estate planning topics such as GRATS, FLPs, life insurance, planning with trusts, and fiduciary administration.
If you will be attending also, visit Mercer Capital’s booth (#408).