Heather Locklar Participates in the Estate Planning Council of Birmingham’s Panel
Heather Locklar, J.D., the Service Area Leader for the firm’s Estate & Trust Division in our Birmingham accounting and advisory office, recently spoke on a panel for the Estate Planning Council of Birmingham.
Founded in 1984, the Estate Planning Council of Birmingham was established to unite attorneys, accountants, trust officers and life insurance professionals in a collaborative effort to serve the best interests of their clients. The Council hosts regular meetings at The Harbert Center, fostering education, networking and the exchange of ideas among estate planning professionals.
The panel featured local professionals who all spoke on a variety of topics. Heather spoke on the key tax considerations during the estate administration process, how to help clients with estate valuations and tax filings, and the recent changes in tax laws that impact estate planning and administration.
“I truly appreciated the opportunity to speak on the panel for the Estate Planning Council of Birmingham,” said Heather. “It was an honor to engage with such dedicated professionals and share insights on recent tax changes, helping them better serve their clients and strengthen our local community.”
Heather Locklar is the Service Area Leader for the firm’s Estate & Trust Division and also serves as the Division’s Best Practice Leader. She focuses on tailoring the estate planning process to help families and individuals meet their goals. She also advises small business owners on effective business succession techniques.
Heather is highly involved in the local Birmingham community and holds numerous professional affiliations with organizations including the American Bar Association, the Birmingham Bar Association and the Estate Planning Council of Birmingham. She also serves as a Continuing Legal Education (CLE) instructor for the National Business Institute.
Warren Averett’s Estate & Trust Division provides comprehensive and personalized approaches to help clients meet their estate planning needs. Our dedicated advisors use a tailored approach that can help you fill your needs and balance competing personal and financial goals.
Learn more about Warren Averett’s Estate & Trust Division, Heather Locklar or about our Birmingham CPAs and advisors.