Webinar I Highlights from the 2021 Heckerling Institute on Estate Planning

Date: Thursday, June 17, 2021
Time: 2:00pm - 3:30pm
Location: Virtual
Speaker: Bank of America Team: Richard James, Steven Lavner, Ramsay H. Slugg

Program Description and Benefits:

The speakers from Bank of America Private Bank will summarize the highlights and themes from the 55th Annual Heckerling Institute on Estate Planning. They will share practical guidance on today's most important tax and non-tax planning issues, offering valuable insights on what lies ahead, and suggesting useful planning strategies for the future.

Speakers' Biographies:

Richard James, Steven Lavner and Ramsay H. Slugg are managing directors and national wealth planning strategists at Bank of America Private Bank. In this role, they keep abreast of changes in the law and planning strategies that may affect clients. They are instrumental in crafting creative plans that deal with complex tax, financial and family issues for ultra-high net worth clients. 

Richard James was an estate planning attorney in private practice in Boston prior to joining Bank of America. He received law degrees from Suffolk University of Law School (J.D.) and Boston University School of Law (LLM). Prior to joining Bank of America, Steven Lavner was Counsel to the law firm of Kay Scholer LLP. He received his J.D. from the New York University School of Law.  Prior to joining Bank of America, Ramsay H.  Slugg was the National Practice Director of Bank of America's Philanthropic Management Group. He received his J.D. from the Ohio State University College of Law. 


  • No cost to participate
  • Connection details will be provided prior to the webinar

This program is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning. The Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, visit www.law.miami.edu/heckerling. 

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