58th Annual Heckerling Institute on Estate Planning

calendar icon January 8, 2024 - January 12, 2024

Cherry Bekaert is a proud sponsor of the 58th Annual Heckerling Institute on Estate Planning.

The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team including attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.  In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities, including the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

Cherry Bekaert will have leaders from our Private Client Services group in attendance, ready to meet with you about:

  • Estate & Gift Tax and Charitable Planning
  • Family Office Services
  • Tax Planning and Compliance
  • And More

Meet with Our Private Client Services Team!