Every January, The University of Miami School of Law organizes and hosts the Heckerling Institute on Estate Planning. It is considered to be one of the best, if not the best, Estate Planning conferences in the United States.  Attorneys, CPAs, Financial Advisors and other professionals gather to learn the latest cutting-edge estate planning techniques.  Trav Bowen, Esq., the COO of Bowen Law Professional Group (“BLPG”), attended the week-long conference and learned valuable insights that will benefit clients and strategic partners of BLPG. The topics included:

  • Beyond the Binary: Choosing Between Grantor and Non-Grantor Status;
  • A Global Perspective on Representing Global Families During Times of Unprecedented Change;
  • Benevolence vs. Bloodline: Creative Solutions Involving Charitable Lead Trusts and Charitable Remainder Trusts; and
  • Opportunity is Knocking: Frozen O-Zone Planning with Qualified Opportunity Funds.

The brochure of all topics covered, and the speakers covering those topics can be found here:  https://media.law.miami.edu/heckerling/2020/brochure/54_Heckerling_Brochure.pdf  The conference was nearly five (5) full days of seminars and instruction.  Mr. Bowen said “I was able to learn from the lectures, as well as interact with colleagues from around the country to discuss estate and asset protection planning that will greatly enhance BLPG’s planning offerings and available planning strategies. I intend to attend the conference each year going forward.”

For more information about the conference, please visit their website:  https://www.law.miami.edu/heckerling

For more information about BLPG, please visit the website at: www.bowenlaw.com.