EY at the 57th Annual Heckerling Institute on Estate Planning

EY is proud to be a gold sponsor of the 57th Heckerling Institute on Estate Planning, which brings together leading minds in wealth transfer planning to discuss how individuals can plan effectively in the currently evolving and unpredictable legal and economic environment.

Learn how EY can support your unique wealth transfer needs 

Wealth transition advisory services

We work with family-owned, privately held businesses and individuals to support successful generational and wealth transitions.

Family Enterprise Business Services

EY Family Enterprise Business Services is designed to help enterprising families grow larger, more valuable businesses that will last. 

Family Office Advisory Services

Family offices face challenges that distinguish them from other entities — challenges that, if not addressed, can reduce wealth, jeopardize family unity or derail the family’s legacy.

Fiduciary/Trust & Estate Accounting Services

FTEAS is a national practice preparing fiduciary/court accountings for banks, trust companies, law firms, family offices and professional and individual trustees and executors across the country.

Fiduciary/Trust Tax Services

Fiduciary tax and information reporting compliance obligations are significant — and growing in complexity. Our team provides trust tax and information reporting compliance services for organizations that use a trust accounting platform.

Estate and trust valuation services

We provide advisory and valuation support to family offices, estates and trusts with regard to succession planning, tax planning, and estate and gift tax filings.

Worldwide Estate and Inheritance Tax Guide 2022

The 2022 edition summarizes the gift, estate and inheritance tax systems and describes wealth transfer planning considerations in 42 jurisdictions and territories.

EY Americas Family Office guide

How can you build a future that will last for generations? Create a family office to nurture the family legacy.

Our latest thinking

How private tax services helped retain a $100 million account

Learn how an EY team was able to help a wealth manager to secure their multimillion portfolio assets.

How to manage risks and protect family offices

Single family offices should implement a risk framework and management system to recognize potential areas of concern. Learn more.

Private market feels ESG pressure

Private companies should consider ESG as a value driver and opportunity for competitive advantage.

FY 2023 budget proposes changes impacting high net-worth individuals

Proposals would increase the top individual tax rate, modify estate and trust tax rules, and expand capital gain recognition, among others. Learn more.