Live from Heckerling: Trusts, Taxes & Conference Insights

This episode of The Practical Planner was recorded live at the 59th Annual Heckerling Institute on Estate Planning in Orlando, one of the premier conferences for estate planning professionals.

Anne Rhodes and David Haughton attended in person and shared insights with co-host Thomas Kopelman, who joined virtually, about why estate plans often stall, the latest developments in irrevocable trusts, and the enduring value of conferences for building relationships and gaining expertise in the estate planning and wealth management fields.

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For any questions, email us at practicalplanner@wealth.com.