GMAG Attends Annual Heckerling Institute on Estate Planning

Charles Scarallo, one of GMAG’s private wealth advisors, attended the 53rd Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida.


The 53rd Institute offered 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. It also offered valuable insights and innovative ideas for planning effectively in what remains an uncertain and unpredictable political and economic environment.


“I was able to benefit from programs covering a wide range of advanced level planning topics and brought back to GMAG an expanded understanding of today’s fastest growing practice areas,” Scarallo said. “The faculty included many Institute speakers, as well as a number of new faces providing a fresh look at key issues in individual and estate planning.”


GMAG continues to invest in the individual growth of our employees and has created a team that possesses the skills and expertise needed to adapt to changing market dynamics and client needs.