This will be our annual summary of topics covered at the yearly Hecklerling Institute on Estate Planning. As the leading and largest conference for estate planning professionals, the Heckerling provides unparalleled educational and professional development opportunities for all members of the estate planning team. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and non-profit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry.
Lowell Schoenfeld is a partner of Green Schoenfeld & Kyle LLP, a law firm specializing in estate planning, probate and corporate law. He provides legal expertise and service to clients in the practice areas of estate planning and administration, corporate and business planning matters, and wealth and asset preservation and protection. Lowell is board certified by The Florida Bar as an expert in wills, trusts and estates, and has earned an AV® Preeminent™ Peer Review Rating by Martindale-Hubbell®, the highest recognition possible in the legal industry. Lowell is a member of The Florida Bar and Lee County and American Bar Associations. Lowell has been a resident of Lee County since 1976 and is past president and a current member of the Lee County Estate Planning Council and The Planned Giving Council of Lee County, Inc. He is also on the boards of the Alvin A. Dubin Alzheimer’s Resource Center and Jewish Federation of Lee and Charlotte Counties.
Education: University of Florida, LL.M. – Master of Laws in Taxation, 1994; University of Florida, J.D. – Juris Doctor, 1993, with honors; Emory University, B.B.A. – Bachelor’s Degree in Business Administration, Accounting, 1990, with high honors.
Lowell enjoys fishing and golf in his spare time and is a three-time consecutive winner of the Fingers O’Bannon Snook Tournament at Cabbage Key.