BNY Mellon Wealth Management was recently a sponsor of the 54th Annual Heckerling Institute on Estate Planning that took place in Orlando, January 13 - 17.
On Thursday, February 13, Senior Estate Planning Strategist, Jere Doyle, shared key topics and perspectives discussed at this year's conference, including emerging tax and estate issues for 2020. The largest conference for estate planning professionals, Heckerling is the unofficial think tank for trust and estate issues.
Senior Estate Planning Strategist
BNY Mellon Wealth Management
Presentation now available
Click here to download the presentation.
Replay available through Monday, April 13, 2020:
The webinar replay can be accessed here.
Dial-in information for the global teleconference replay can be accessed here. The passcode for all teleconference replays is 4605661.