Shomari Gilyard, Partner and Head of Wealth Planning, Discusses the 60th Heckerling Conference

Published: March 5, 2026

Shomari Gilyard, Partner and Head of Wealth Planning at Klingenstein Fields Advisors, recently attended the 60th Annual Heckerling Institute on Estate Planning Conference, one of the premier gatherings for estate planning professionals. This year’s discussions focused on recent legislative developments, fiduciary responsibility, and emerging issues such as the role of artificial intelligence (AI) in wealth planning.

What Were the Key Estate Planning Themes at the Heckerling Institute?
A key theme from this year’s conference was the growing integration of tax efficiency with thoughtful trust design, rigorous fiduciary discipline, and intentional family alignment. There was also a notable emphasis on the need for flexibility in serving individuals and families with substantial assets.

To hear more about the conference, please click on the video button above.

Why Is Staying Current on Estate Planning Developments Important?
Our ongoing participation in this conference and other leading industry forums reflects our commitment to remaining at the forefront of industry developments that may impact your planning, investments, and long-term objectives. We strive to help ensure that your wealth continues to support your values and priorities across generations.

Please contact us at 212.492.7000 or info@klingenstein.com with any questions or comments. If you are not yet working with us, we invite you to reach out to us to learn more about Klingenstein Fields Advisors and our client-first fiduciary approach to wealth management.

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Important Disclosures

This material is provided for informational or educational purposes only and should not be construed as investment, accounting, tax or legal advice. Always consult a financial, tax and/or legal professional regarding your specific situation. This communication is not intended as a recommendation or as investment advice of any kind. It is not provided in a fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. Nothing herein constitutes or should be construed as an offering of advisory services or an offer to sell or a solicitation to buy any securities or a recommendation to invest in any specific investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future returns. The views expressed herein are as of a particular point in time and are subject to change without notice. The information and opinions presented herein are general in nature and have been obtained from, or are based on, sources believed by Klingenstein Fields Advisors (“KF Advisors’) to be reliable, but KF Advisors makes no representation as to their accuracy or completeness. Although the information provided is carefully reviewed, KF Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. KF Advisors represents two investment advisers registered with the Securities and Exchange Commission: Klingenstein, Fields & Co., L.P. ® and KF Group, LP. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.