ESTATE PLANNING COUNCIL OF POLK COUNTY

Join us for a presentation featuring a guest speaker returning from the Heckerling Institute on Estate Planning, one of the nation’s premier conferences for estate planning professionals. Hear firsthand insights on the latest developments, planning opportunities, legislative updates, and emerging trends impacting estate, gift, and charitable planning.

This presentation will translate key conference takeaways into practical guidance for gift planning professionals, helping you stay informed and better serve donors and clients in an evolving planning environment.