Heckerling Institute :: Proof of Attendance Form

All registrants must complete and submit the Proof of Attendance form to request continuing education credit. All credit, including ethics credit, will be awarded based on sessions attended.

You may only receive credit in one program format, either Live In-Person or Virtual in real-time.

List all jurisdictions and professions in which you wish to receive credit and include your license or identification number. Please note that it is your responsibility to ascertain the continuing education guidelines for your jurisdiction and profession.
Forms MUST be submitted by January 23, 2026.

Many accrediting agencies have imposed mandatory cut-off dates for reporting credits. Attendees who submit forms after January 23 , 2026 may be subject to additional fees or may be denied credits by the accrediting agency.
This form may only be submitted once. Please submit after the final session.

Contact Information:

First Name *
Last Name *
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Firm Name
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City *
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Zip Code*
Country *
Phone*
Attendance Type*	In-Person Virtual

Credit applying for:

Attorney

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State 3

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State 6

CPA

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CFP

License #

IRS Enrolled Agent/ Tax Return Preparer

PTIN # P

Other Certifications (Enter license number if applicable)

Please check the sessions attended.

Monday Morning, January 12, 2026 (10:00am – 12:00pm)


10:00–12:00 It's 10 PM, Do You Know Where Your Trust Is Sited? (Sitkoff, Ditelberg, Rafferty, Scalise)

Monday Afternoon, January 12, 2026 (1:40pm – 4:50pm)


1:40-4:50 Recent Developments 2025 (Berry, Donaldson, McCaffrey)

Tuesday Morning, January 13, 2026 (9:30am – 12:25pm)


9:30-10:20 Scratching the 7-Year Itch: Quantum QSBS Exclusions (Lee)

10:25-11:15 Somewhere Beyond the Sea of IRS Forms: Planning with Charitable Remainder Trusts (Hellmuth)

11:35-12:25 SLATs - Third Wheel (or Third Rail!) of Planning for Married and Divorcing Couples: Ethical, Practical, and Tax Considerations (Loomis-Price, Dougherty) *Ethics

Tuesday Afternoon, January 13, 2026 (2:00pm – 4:40pm)


2:00-2:50 Splitting the Difference – Structuring and Restructuring Interests in Trusts (Zeydel)

3:10-4:40 Making 1 + 1 > 2 – Keys to Effective and Ethics-Savvy Cross-Disciplinary Collaboration (Wolven, Goepfert, Park) *Ethics

Wednesday Morning, January 14, 2026 (9:30am – 12:35pm)


9:30-10:20 The Two of You Came to Me for Estate Planning – But Let’s Talk About What Happens When You Get Divorced! (Stone)

10:25-11:15 Worldly Wealth: Tax and Estate Planning for U.S. Persons with Global Investments (Graham)

11:35-12:35 Question & Answer Session (Berry, Donaldson, McCaffrey)

Wednesday Afternoon, January 14, 2026 (Concurrent Sessions) (2:00pm – 5:20pm)

Special Sessions I (2:00pm - 3:30pm)
2:00-3:30 I-A Splitting, Splicing and Stacking Strategies to Add Octane to Trust Structures (Zeydel, Angkatavanich, Blattmachr)

2:00-3:30 I-B Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases (Fitzsimons)

2:00-3:30 I-C Three (or Thirty!) Steps in Hopes of Avoiding the Third Rail in SLAT Planning (Loomis-Price, Dougherty, McCormick) *Ethics
AND Special Sessions II (3:50pm - 5:20pm)
3:50-5:20 II-A Choices and Challenges of CRTs: Planning with Charitable Remainder Trusts (Hellmuth, Baker, Casteel)

3:50-5:20 II-B Family Law Considerations in Estate Planning for Married Couples: Navigating the Ethical Minefield (Stone, Carter, Rubin) *Ethics

3:50-5:20 II-C A Treasure Trove of Planning Tips for Foreign Assets (Graham, Mattson, Shier)

Thursday Morning, January 15, 2026 (9:30am – 12:25pm)


9:30-10:20 How Will the Trust Survive? (Hayes)

10:25-11:15 Fiduciary Income Taxes: Tips and Traps to Tame a Tedious Topic (Willms)

11:35-12:25 Cracks In the Safety Net: Aging, Disability, and the Planning Imperative (Pleat)

Thursday Afternoon, January 15, 2026 (Concurrent Sessions) (2:00pm – 5:20pm)

Special Sessions III (2:00PM - 3:30pm)
2:00-3:30 III-A From the Front Lines of Undue Influence and Elder Abuse: Essential Ethical and Practical Advice (Mignogna, Golbert, Weisbord) *Ethics

2:00-3:30 III-B From Soup to Nuts: Life Insurance Fundamentals – Risks and Products, Income and Transfer Taxes (Mancini, Brody, Jansen)

2:00-3:30 III-C The Day, That Duty… Died (Hayes, Harrington, Hunt, Lipson)
AND Special Sessions IV (3:50PM – 5:20pm)
3:50-5:20 IV-A Facing the Gaps Together: Strategies for a Fraying Support System (Pleat, Lewis, Swartz)

3:50-5:20 IV-B May the AI Be with You: Cybersecurity and Ethics for Estate Planners (Chadwick, Potts, Vandesteeg) *Ethics/Technology

3:50-5:20 IV-C A Recipe Book for Asset Protection (Rothschild, Langa, Mora, Nelson)

Friday Morning, January 16, 2026 (9:30am – 12:20pm)


9:30-11:00 The Executor and Trustee Guide to Inherited Retirement Accounts: Obligations and Opportunities (Choate)

11:20-12:20 Forging Ahead (Redd, Lodise)

*Ethics / Technology credit may be available for this session.
Please refer to the continuing education page of our website for information regarding your specific jurisdiction and profession.

Attendance Notes (less than 2000 characters only)

Attestation

*By checking this box, I certify that I attended the sessions, either live or virtual, (including the sessions impacted by technical difficulties) checked on this Proof of Attendance form.

SIGNATURE: * Date: 01/22/2026

You may wish to print this form for your records. Print