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Once Upon a Time in Estates, Trusts, and Guardianships Major – February 7, 2020


The Estate, Guardianship & Trust Committee presents:
Once Upon a Time in Estates, Trusts, and Guardianships

The presentation will include highlights and an overview from 54th Annual Heckerling Institute on Estate Planning to be held January 13-17, 2020. Practical insights on many of the emerging tax and non-tax issues facing today’s estate planning professionals. Review of innovative planning techniques with trusts. Tax benefits and implications of Qualified Opportunity Zones, planning for family entities after the Powell case and planning with retirement benefits. Creative planning ideas for charitable planning. Recent case law update that affects estate planning.


Location: OCBA Center – 880 N. Orange Ave

Program: 9:00 am – 5:00 pm

CLE: Pending


  • Pierre Vogelbacher
  • Sarah Aumiller
  • Cindi Clark
  • Eric Boughman
  • Teresa N. Phillips
  • Stephanie Cook 
  • Heidi Isenhart
  • Keshara Cowens
  • Judge Janet Thorpe 
  • Judge John Galluzo

Sponsored by:

  • K Mitchell Team

If you have any questions or need help registering, please contact Stephanie Sadi at or 407-422-4551 ext. 233.

***If you are an OCBA Member please make sure you login to your account before registering for any events/seminars to receive your member discount if applicable***

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