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Sirote Attorney Katherine Barr to Speak at the Heckerling Institute on Estate Planning

January 18, 2018

Katherine Barr, a noted estate planning and special needs planning attorney with Sirote & Permutt, P.C., will speak at the 52nd Annual Philip E. Heckerling Institute on Estate Planning to be held on January 22­-26, 2018, at the Orlando World Center Marriott Resort and Convention Center in Florida. On Wednesday, January 24, Katherine will speak about “Beyond the Special Needs Trust: Essential New Developments in Special Needs Planning” along with fellow panelists Kristen M. Lewis and James M. McCarten. The panel will discuss new laws, regulations, and options with which estate planners must be familiar to effectively plan for a secure quality of life for a person with a disability.

 

The Heckerling Institute on Estate Planning, hosted by the University of Miami School of Law Center for Continuing Education, is the nation’s largest gathering of estate planning professionals. 

 

The week-long event features programs covering a wide range of advanced-level planning topics, and specialized program tracks, such as Closely Held Business Planning, Elder Law, and Charitable Giving. To find out more about the institute, click here.

 

Katherine is a member of Sirote & Permutt’s Private Clients, Trusts and Estates Practice Group. She has been named one of Chambers HNW (High Net Worth) attorneys in 2017 and one of The Best Lawyers in America© in Trusts and Estates from 2010 through the present. Katherine handles all aspects of estate planning and administration for her clients, but her passion and the focus of much of her practice involves special needs planning. Katherine assists clients in providing for a child or family member with special needs in a way that does not jeopardize government benefits. Katherine is the immediate past president of the Special Needs Alliance, an invitation-only nonprofit composed of leading special needs planning attorneys in the country. She is a board member of Down Syndrome Alabama and Triumph Services. She has also held leadership positions in the American Bar Association for the past 20 years, including its Real Property Trust & Estate Section’s Committee on Special Needs Trusts and Disability Planning. A Mid-South Super Lawyer, she assists those with disabilities who are set to receive a personal injury settlement or inheritance and who need to keep SSI or Medicaid. A fellow of the American College of Trust and Estate Counsel (ACTEC), Birmingham Magazine named Katherine a "Top Attorney" in Trusts and Estates.

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