Webinar | Highlights from the 2023 Heckerling Institute on Estate Planning

Date: Monday, March 6, 2023
Time: 12:00pm - 1:30pm
Location: Via Zoom
Speaker: Bank of America: Mitchell Drossman, Richard James, Steven Lavner, Aaron Shamshoian

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About the Program:
Join the Washington, D.C. Estate Planning Council's annual Heckerling Review.

Expert speakers from Bank of America will summarize the highlights and themes from the 57th Annual Heckerling Institute on Estate Planning held in January 2023 in Orlando, Florida. They 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.

About the Speakers:
Mitchell A. Drossman is a managing director and head of National Wealth Strategies (NWS) for the Chief Investment Office within Bank of America. In this role, Mitchell manages and leads the NWS team in providing objective insight, thought leadership and education to help high net worth clients pursue their ewelath and estate planning goals. Prior to joining Bank of America, 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. 

Richard James and Steven Lavner are managing directors and wealth strategies advisors for the Chief Investment Office within Bank of America. Aaron Shamshoian is a director and wealth strategies advisor for the Chief Investment Office. In these roles, 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 Bank of America, 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 Bank of America, 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 his current role, Aaron Shamshoian was a client advisor at Daintree Advisors, a boutique wealth management firm in Boston. He holds a Certified Financial Planner certification.

Logistics:

  • No cost to participate
  • Connection details will be provided prior to the webinar

This program is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning. The Heckerling Institute is not responsible for its content. For information about the Heckerling Institute visit www.law.miami.edu/heckerling.

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