---
type: "event"
title: "61st Annual Heckerling Institute on Estate Planning"
description: "Jan 11-15, 2027, Orlando World Center Marriott. The largest and most established estate planning conference in the United States."
resource: "https://accounting.events/events/61st-annual-heckerling-institute-on-estate-planning/"
tags: ["event", "Tax", "United States", "2027"]
timestamp: "2026-09-03"
---

# 61st Annual Heckerling Institute on Estate Planning

61st Annual Heckerling Institute on Estate Planning runs Jan 11-15, 2027 at Orlando World Center Marriott in Orlando, Florida, with tickets from USD 1,200.

The largest and most established estate planning conference in the United States, running five days each January. Draws attorneys, CPAs, trust officers and wealth advisors for technical sessions on wealth transfer, fiduciary tax and trust administration.

- **When:** Jan 11-15, 2027 (dates published)
- **Where:** Orlando World Center Marriott · Orlando, Florida · United States
- **Organiser:** University of Miami School of Law
- **Format:** Hybrid
- **Type:** Tax
- **CPE:** Up to 28 hours in 50-minute-hour states, 23.25 hours in 60-minute-hour states (2026 program maximum; 2027 figures published at registration). CPE for accountants and CLE for attorneys.
- **Price:** USD 1,200
- **Attendance:** 2,000 to 5,000 estate planning professionals (2026, third-party event guide; the organiser publishes no figure)
- **Official site:** https://heckerlinginstitute.law.miami.edu/

## Why it matters

The Heckerling Institute, run by the University of Miami School of Law since the 1960s, is the nation's leading conference for estate planning professionals, running Jan 11-15, 2027 in Orlando and drawing an audience in the low thousands. It is where the estate-planning bar and CPA firms serving high-net-worth clients reset on new legislation and case law each January, and at USD 1,200 early for up to 28 credit hours it is strong value for CPE.

## Who attends

Attorneys, accountants, trust officers, charitable giving professionals, wealth management specialists and nonprofit advisers working in estate planning.

## Programme

- Five days of educational programming, Monday to Friday, with a dedicated estate planning exhibit hall

## Past editions

- 2026: Jan 12-16, 2026; Orlando World Center Marriott; 60th Annual. Proceedings available for purchase from the Institute.
- 2025: Jan 13-17, 2025; Orlando World Center Marriott; 59th Annual, with a real-time virtual option.
- 2017: Jan 9-13, 2017; Orlando, Florida; 51st Annual.
- 2013: Jan 2013; Orlando, Florida; More than 2,800 registered attendees, a record at the time; 47th Annual, record attendance reported by the University of Miami.

Source: https://heckerlinginstitute.law.miami.edu/ (checked 2026-09-02)