Auric Private Client Advisory at the Heckerling Conference

Milan Solarz-Patel, Founder and Chief Tax Advisor at Auric Private Client Advisory LLC, is attending the Heckerling Institute on Estate Planning (January 12-16, 2026), the leading annual conference for professionals who advise on estate, trust, and wealth planning matters. Hosted by the University of Miami School of Law, the program brings together attorneys, accountants, fiduciaries, and advisors for in-depth sessions on tax law updates, planning techniques, regulatory shifts, and practical case studies.

Participation in Heckerling reflects a strong commitment to staying current on technical developments that affect complex private client work. The knowledge gained supports more precise guidance on trust structures, estate strategies, and cross-border tax planning, directly benefiting clients who face evolving regulatory and compliance demands.

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