Annual Update from the Heckerling Institute
Date: Wednesday, March 27, 2024
Time: 7:30am - 9:00am
Location: The Bucks Club
Speaker: Martyn S. Babitz - Senior Vice President, Global Tax Advisory - BNY Mellon Wealth Management
Join BCEPC for an informative recap presented by Martyn S. Babitz on the 2024 Heckerling Institute. For more information on our speaker, please click here.
The 2024 Heckerling Institute on Estate Planning featured record attendance, the usual cast of great national presenters, and excellent content. A number of key recent IRS rulings and court decisions made this year’s Heckerling Institute one of the more interesting and important in recent years. Marty Babitz of BNY Mellon Wealth Management will cover some of these key rulings and decisions, as well as some of the Heckerling faculties’ perspectives on those, in his Heckerling Recap.
BCEPC thanks the sponsor of this meeting:
