Highlights from the 2018 Heckerling Institute on Estate Planning

Date: Tuesday, March 6, 2018
Time: 12:00pm - 1:30pm
Location: Webinar
Speaker: U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg

Program Description and Benefits:

EPCMOC members are invited to join the Washington, D.C. Estate Planning Council for it's annual Heckerling Review webinar. The speakers from U.S. Trust will summarize the highlights and themes from the 52nd Annual Heckerling Institute on Estate Planning held in January 2018 in Orlando, Florida. The speakers will share practical guidance on today's most important tax and non-tax planning issues, offering valuable insights on what lies ahead, and suggesting useful planning strategies for the future.

Speakers’ Biographies:

Mitchell A. Drossman is a managing director and the national director of wealth planning strategies.  In this role, Mitchell leads the National Wealth Planning Strategies Group, which is established to provide the capability on a national level to U.S. Trust and thought leadership on wealth planning and tax matters, in addition to specializing in sophisticated tax, estate and financial planning.  Prior to joining U.S. Trust, Mitchell was an estate planning attorney with the New York City law firm of Proskauer Rose LLP.  He received his J.D. from Brooklyn Law School. 

John R. Goldsbury, Richard James, Steven Lavner and Ramsay H. Slugg are managing directors and national wealth planning strategists at U.S. Trust.  In this role, they keep abreast of changes in the law and planning strategies that may affect clients.  They are instrumental in crafting creative plans that deal with complex tax, financial and family issues for ultra-high net worth clients.

Prior to joining U.S. Trust, John Godsbury was a partner in the law firm of Jensen Baird Gardner & Henry in Portland, ME. He received his J.D. from Harvard. Prior to joining U.S. Trust, Richard James was an estate planning attorney in private practice in Boston.  He received law degrees from Suffolk University Law School (J.D.) and Boston University School of Law (LLM).  Prior to joining U.S. Trust, Steven Lavner was Counsel to the law firm of Kaye Scholer LLP.  He received his J.D. from the New York University School of Law.  Prior to joining U.S. Trust, Ramsay Slugg was the National Practice Director of Bank of America’s Philanthropic Management Group.  He received his J.D. from the Ohio State University College of Law.

Logistics:

  • Hosted by the Washington, D.C. Estate Planning Council
  • No cost to participate
  • Connection details will be provided prior to the webinar

 

 

 

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