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Lessons Learned with Larry Lipoff: Live From the 58th Annual Heckerling Institute on Estate Planning Conference

March 5th, 2024

On this episode, Partner Michael Clear sits down with Larry Lipoff, CPA, TEP, CEBS, who is a Director in CohnReznick’s Trusts and Estates Practice, to discuss the key takeaways from the 58^th Annual Heckerling Institute on Estate Planning Conference. They dive into topics such as the “Rockefeller Waterfall,” planning with fluctuating interest rates, a possible upheaval in residential and commercial real estate, trustee liability, gift splitting, and more. Tune in as Michael and Larry break down a number of topics that will inevitably affect how practitioners advise their clients on estate planning well into the future.

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