ASA Attends the 53st Annual Heckerling Institute on Estate Planning

Juanita E. Addeo, ASA

By Sharon Reed

ORLANDO, FL –The 53rd Annual Heckerling Institute on Estate Planning Conference was held on January 14-18, 2019 at the Orlando World Center Marriot Resort & Convention Center in Orlando, FL. Hosted by the University of Miami School of Law, the conference this year focused on providing practical guidance on today’s most important tax and non-tax planning issues, including the planning challenges and opportunities presented by the 2017 Tax Act.

Attendees at The Heckerling Institute on Estate Planning included all members of estate planning teams, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors.

ASA Director of Membership Cindy Hinton

Patricia Atwood, ASA, Kenton Thompson

ASA was pleased to send representatives to the conference to help support ASA’s exhibitor booth, including ASA’s Director of Membership Cindy Hinton and ASA members Juanita E. Addeo, ASA, Patricia H. Atwood, ASA, and Jeffrey B. Reardon, ASA. ASA candidate member Kenton Thompson, ASA candidate member Liza Bowersox, and Daniel Kvarnberg were also on hand to answer any questions, provide information on what ASA has to offer, and inform all attendees about ASA’s free Find an Appraiser search tool. The volunteers played a crucial role in representing ASA and explaining the importance of having the ASA designation.

“I was very pleased to attend this year’s Heckerling Institute on Estate Planning Conference on behalf of the ASA Headquarters staff,” Hinton said. “There were many great opportunities for networking with conference attendees. Numerous people visited the ASA booth to learn about the American Society of Appraisers and the importance of hiring an accredited appraiser.”

ASA held a raffle with multiple prizes, including a large Yeti cooler and 4 Yeti tumblers. These prizes proved to be exceptional by the amount of business cards placed in the raffle bowl, more than 750 this year! Many attendees were impressed by the prize and spread the word, which sent a lot of traffic to ASA’s booth and gave ASA a greater ability to engage with conference attendees. The ASA prize was listed in the top 12 in an article in WealthManagement.com following the conference.

For more information regarding the “Find an Appraiser” tool, visit ASA Online or call us at (800) 272-8258.

To view additional photos taken at the Hecklering conference, click here.

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