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.  Travis Bowen, Esq., the CO 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:

  • Navigating the Shoals of Nonprofit Board Service
  • Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability
  • A New World Order for Estate
  • Rejuvenating Stale Irrevocable Trusts Through Trust-To-Trust Transfers

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.