Heckerling Institute on Estate Planning - 2027 Update
Join us for an update on the latest trusts and estates developments from the 61st Annual Heckerling Institute on Estate Planning. Mark Shiller will provide an overview of the most interesting and talked about developments from this year’s institute.
About Mark Shiller
Mark Shiller concentrates his practice in the areas of estate planning, tax planning and business law and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges. More and more, this has involved fuller, multi-generational engagements with families of wealth – many of whom have closely-held business interests.
Mark is the author of two well-received publications – the Little Book of Estate Planning and How to Not Ruin Your Kids with Money. The former is a short and sweet consideration of many of the baseline questions that people have when pursuing estate planning and is updated annually. The latter is an in-depth exploration of how to manage the challenges of transitioning wealth generationally. You can access both by clicking on the links above, visiting Aevitas Press’s (the publisher’s) website, or on Amazon, Audible, and many other retailers as to the latter.
In the course of his practice, Mark assists clients in the preparation, design, and implementation of wills, revocable trusts, irrevocable trusts, charitable trusts, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals while also reducing administrative hassles, avoiding taxes, and other benefits.
Mark has been quoted in such publications as Smart Money, Worth and Investment News, and was an adjunct professor at the University of Wisconsin Law School where he taught business succession planning, and frequently speaks on estate planning topics. His presentations are on a wide variety of subjects – some made to groups of attorneys, accountants or other financial professionals, with others focused on business groups, conferences and the general public. His keynote associated with the book, How to Not Ruin Your Kids with Money, and related presentations are particularly engaging given Mark’s unique, humorous-yet-educational speaking style and energy.
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