January 30, 2020 Ben Sapsford

HECKERLING 2020

BY BEN SAPSFORD

Southpac started off their 2020 by attending the 54th Annual Heckerling Institute on Estate Planning in Orlando, Florida. The focus of this year’s event was guidance on planning effectively in today’s uncertain and unpredictable times

Heckerling is regarded as the key conference for US planners and it didn’t disappoint, with Matthew Smith – Legal Counsel and Dane Kent – Client Manager discussing asset protection and international planning with professionals over the week.

It presents a unique opportunity to connect with new business partners and also galvanise current relationships.

Southpac hosted a luncheon which included a presentation on the fundamentals of offshore asset protection and discussion on recent trends, developments and preferred strategies. We thank all those who took the time to attend.

Southpac gave away a New Zealand All Blacks rugby jersey to lucky winner Ben Duffy – Willamette Management Associates.

Ben Sapsford

Ben Sapsford is Southpac's Marketing Coordinator. Ben is responsible for marketing and promoting Southpac to partners and prospective clients globally.
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