Chancity

Annual Heckerling Institute on Estate Planning 2027

A University of Miami School of Law event for estate planning professionals.

Orlando World Center Marriott, Orlando, Florida

Date
January 11, 2027
Venue
Orlando World Center Marriott, Orlando, Florida

Who you'll find in the room

Estate planning professionals

The organizer identifies estate planning professionals as attendees.

Virtual attendees

The organizer identifies virtual attendees among its audience.

Full-time law school faculty

The organizer also identifies full-time law school faculty as attendees.

Source: heckerling.law.miami.edu

Featured speakers

51 listed

Steve Akers

Bessemer Trust

Anthony V. Alfieri

University of Miami School of Law

Michael H. Barker

McGuireWoods LLP

Carole M. Bass

Sullivan & Worcester LLP

Turney P. Berry

Bricker Graydon Wyatt LLP

Gerry W. Beyer

Texas Tech University School of Law

Gerard G. Brew

McCarter & English LLP

Reynolds T. Cafferata

Rodriguez, Horii, Choi & Cafferata LLP

Naomi R. Cahn

University of Virginia School of Law

Nicole Campbell

Rockefeller Philanthropy Advisors

Natalie B. Choate

Ataxplan Publications

Donald P. DiCarlo

Wilmington Trust

Samuel A. Donaldson

Georgia State University College of Law

Brian J. Felcoski

Goldman Felcoski & Stone P.A

Dana G. Fitzsimons Jr.

Bessemer Trust

Rebecca W. Geyer

Geyer Legal Group, PC

Michelle B. Graham

Greenberg Traurig LLP

David A. Handler

Kirkland & Ellis LLP

William T. Hennessey

Gunster

Kim Kamin

Gresham Partners LLC

Beth Shapiro Kaufman

Lowenstein Sandler LLP

Robin L. Klomparens

Fennemore Mather

Roberta Kramer

Heritage Auctions

Julie Miraglia Kwon

McDermott Will & Schulte LLP

Cynthia G. Lamar-Hart

Maynard Nexsen PC

Paul S. Lee

Consiglio Advisors LLC

Shari Levitan

Holland & Knight LLP

Stephen Liss

Dungey Dougherty PLLC

Margaret G. Lodise

Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP

Stephanie Loomis-Price

Ashurst Perkins Coie

Ray D. Madoff

Boston College Law School

Carlyn S. McCaffrey

McDermott Will & Schulte LLP

Nancy A. McLaughlin

University of Utah S.J. Quinney College of Law

Steven K. Mignogna

Archer & Greiner P.C.

Jill Miller

Jill Miller & Associates, P.C.

Richard W. Nenno

Young Conaway Stargatt & Taylor LLP

Sarah Patel Pacheco

Jackson Walker LLP

Benetta Y. Park

Bessemer Trust

Tara Anne Pleat

Wilcenski Pleat Law

Charles A. Redd

Stinson LLP

Michael Rosen-Prinz

Loeb & Loeb LLP

Dina Kapur Sanna

Day Pitney LLP

Stacy E. Singer

Northern Trust

Andrea P. Sinner

Stable Legacies PLLC

Robert H. Sitkoff

Harvard Law School

Bruce M. Stone

Goldman Felcoski & Stone P.A

Patricia D. White

Chair, Interim Director, Heckerling Institute · University of Miami School of Law

Steve R. Akers

Bessemer Trust

Ronald D. Aucutt

Norman J. Benford

Greenberg Traurig, P.A.

John F. Bergner

Partners on record

1 listed
University of Miami

Venue & travel

Venue

Orlando World Center Marriott

Questions people ask

5 answered

It starts on January 11, 2027.

It is held at Orlando World Center Marriott in Orlando, Florida.

The organizer lists estate planning professionals, virtual attendees, and full-time law school faculty among its audience.

It is worth it for estate planning attorneys and trust officers who want a deep annual update, since the faculty lists practitioners from firms and institutions such as Bessemer Trust, McDermott Will & Schulte, Kirkland & Ellis and Northern Trust alongside academics from Harvard and Boston College. It is run by the University of Miami School of Law and offers a virtual option, so remote estate professionals can attend; lawyers whose practice only touches estates occasionally, or those wanting a small, local meeting, would get less from a large Orlando program.

Estate planning attorneys and trust professionals at national legal conferences usually wear business casual to business professional, with Orlando's warm climate pushing it toward lighter fabrics and fewer suits.

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