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Lawrence Brody and Kristen Lewis to present at the 60th Annual Heckerling Institute on Estate Planning

  Harrison LLP  ·  2 minute read

Lawrence Brody and Kristen Lewis will present at the 60th Annual Heckerling Institute on Estate Planning, taking place January 12 - 16, 2026. This prestigious event provides educational programming, presented by the nation’s leading experts, offers comprehensive coverage of today’s most important tax and non-tax planning issues, and offers practical guidance on planning effectively in an unpredictable economic and legal environment. 

Lawrence Brody, St. Louis counsel, will speak in Session III-B, titled "From Soup to Nuts: Life Insurance Fundamentals – Risks and Products, Income and Transfer Taxes." This session is a review of the menu of insurance products and techniques available today, a guide to understanding the limits of policy illustrations, and the income, gift, estate, and generation-skipping implications of using life insurance in any plan.

Kristen Lewis, Atlanta partner, will speak in Session IV-A, a conversation-style panel titled “Facing the Gaps Together: Strategies for a Fraying Support System.” They will discuss the challenges and emerging strategies for supporting clients facing long-term care, disability, and declining public benefits- offering both legal tools and practical wisdom. 

Lawrence Brody’s practice focuses on estate planning and life insurance matters. Lawrence taught estate planning and drafting as an Adjunct Professor at Washington University School of Law for 50 years. He is a visiting Adjunct Professor at the University of Miami Law School.  

Lawrence is also a frequent presenter for ALI-CLE estate planning programs, Society of Financial Professionals programs, major life insurance industry programs (including the MDRT, LIMRA, the Top of the Table, AALU, and the International Forum), the Heckerling Institute, the Notre Dame Estate Planning Conference, the Southern Federal Tax Institute, the NYU Tax Institute, the NAEPC Annual Meeting, and regional and annual ACTEC conferences. 

Kristen Lewis counsels and guides clients through the complex Special Needs Estate Planning process. Kristen works with a family to create a customized network of Special Needs Trusts as the foundation of a comprehensive plan to secure the current and future well-being of a family’s loved one challenged by a disability. She helps a family to assemble their team of “allied professionals” who help to design and implement their loved one’s comprehensive plan. 

Nationally recognized for her work in the Special Needs Planning area, Kristen is a frequent speaker and author on the topic. She has also been a guest speaker on several podcasts, such as The Death Readiness Podcast, sharing her vast expertise on Special Needs Estate Planning. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and an active member of the Special Needs Alliance, serving as co-editor of the organization’s monthly e-newsletter, The Voice. 

 

About The 60th Annual Heckerling Institute on Estate Planning 

The Heckerling Institute on Estate Planning was founded 60 years ago at the University of Miami School of Law by Professor Philip E. Heckerling to address what he and other national leaders in the growing estate planning industry saw as a need for specialized professional education dedicated exclusively to the legal and tax aspects of estate planning.  They successfully launched such a program at the Americana hotel on Miami Beach in early January of 1967 and never looked back.  True to the founders’ vision, the Institute developed not only into the nation’s leading provider of quality estate planning education, but also as a national gathering place for estate planning professionals where all members of the estate planning team can meet and share ideas with other estate planning professionals from around the country. 

About Harrison LLP    

Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal counsel. Founded in 2003, the firm advises fiduciaries, families, and family offices on tax matters, asset structuring, and succession planning.