The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals. It is designed for attorneys, trust officers, accountants, insurance professionals and financial planners who, through years of experience and practice, are familiar with the principles of estate planning.
The week-long program covered the latest developments in estate, gift, income taxation and estate planning techniques. Much of the discussion focused on new opportunities available to clients. Other topics centered on the importance of effective business succession planning.
Adrian has been a licensed attorney since 1969 and has been practicing law in Newton since 1972, focusing much of his personal practice on estate planning.