Owning a vacation home can create complicated family estate and income tax issues. Planning for the transfer of the family cottage requires a series of thoughtful steps. The cottage can be any vacation home and, whether it's a ski chalet or condo, waterfront property or hunting land, all have financial and emotional ties to a family.
Attorney David DeReyna attended the 50th Annual Heckerling Institute on Estate Planning in Orlando, Florida during the week of January 11-15, 2016. Hosted by the University of Miami School of Law, the event is the nation’s premier conference for estate planning professionals. Participation in the program is an exceptional opportunity. Of benefit to participating attorneys are professional development opportunities and the occasion to interact at a national gathering place with other members of the estate planning team, including trust officers, accountants, charitable giving professionals, insurance advisors, wealth management professionals and educators.
Now in its 50th year, the Heckerling Institute brings together some of the nation’s leading experts presenting on an array of topics. This year’s conference offered a look forward, providing 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.
As Co-Leader of the Estate Planning Practice Group at Kotz Sangster, David’s participation at this leading conference affords him the opportunity to further understand his clients’ goals and design a plan that best meets their needs.