Rob Romanoff to Present at the 54th Annual Heckerling Institute on Estate Planning

Trusts & Estates Partner, Rob Romanoff will be a presenter during The 54th Annual Heckerling Institute on Estate Planning, on topic, “You Call it a Practice, I Call it a Business”. 

Changes in transfer tax rules and developments in technology are disruptive forces in the estate planning arena. Attorneys, accountants and advisors have been slow to adapt. This presentation will review the business case and management perspective for building a dynamic and profitable estate planning practice.

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team.  The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, and nonprofit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry. In addition to traditional estate planning topics, the 54th Institute offers guidance on planning effectively in today’s uncertain and unpredictable times. The Recent Developments Panel analyzes the most significant developments of 2019, providing both practical planning tips and a look at what might lie ahead.

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