|
Heckerling
Institute Reports
Reports from the Phillip
E. Heckerling Institute on Estate Planning |
Table Of Contents - 2000
Back
to Heckerling Institute Index
Introduction
Scope of Institute, Faculty and Program Schedule
Report
#1-- Monday, January 10
Software and Other Vendors
Report
#2 -- Monday, January 10
Recent Developments Opening Session, Additional Vendor News
Speakers: Tina Portuondo, Dick Covey, Malcom Moore,
Stacy Eastland
Report
#3 -- Tuesday, January 11
"When IRD Meets ERISA"
Speakers: Natalie Choate
Report
#4 -- Tuesday, January 11
The Tuesday Sessions
Speakers: Dick Covey, Mal Moore, Stacy Eastland,
Dave Cornfeld, Natalie Choate, Don Jansen, Georgianna Slade, Howard
(Scott) McCue, Maria Nunez, Bruce Ross
Report
#4a -- Tuesday, January 11
Correction to Mal Moore Comments
Report #5 -- Tuesday,
January 11
Speakers: Donald
Jansen -- "Life Insurance Potpourri: No Employer? - Try Family
Split Dollar and Other Recent Developments"
AND
Howard McCue -- Planning and Drafting to Influence Behavior (of
Children and Grandchildren)."
Report
#6 -- Tuesday, January 11
More News about Software Vendors
Report
#7 -- Tuesday, January 11 and Wednesday, January 12
Speakers: -- Bruce Ross "Ethics and MDP"
AND
Lou Mezzullo - Choice of Family Business Entity for Estate Planning
Purposes
Report
#8 -- Wednesday, January 12
Special Session I-C
-- "The Total Return Trust [TRU] Revolution: An Introduction"
Speakers:
Robert Wolf, Stephan Leimberg and Susan Porter
AND
Special Session II-A "CASE STUDY - Total Return Trusts:
Techniques and Applications"
Speakers:
Robert Wolf and Bruce Guiot.
Report
#9 -- Thursday, January 13
Thursday morning sessions
Speakers:
Daniel Markstein on Stock Options
Byrle Abbin on Economics of CRTs
James Narron on Inter Vivos Noncharitable Gifts
Jerome Hesch on Beyond the Freeze
Report
#10 -- Friday January 14
Friday morning sessions
Speakers:
Read Moore on Community Property Alaska Style,
Jonathan Blattmachr on EP for Individuals Worth $3 Million or Less
(yes, less, not more),
and the final Q&A Session, which was run by Messrs. Alan Bonapart,
Louis Mezzullo, Susan Porter and Edward Schlesinger.
Report
#11 -- The Final Word
For more information and discussion about
these reports, visit the searchable archives of the ABA-PTL listserv
at: http://home.ease.lsoft.com/archives/aba-ptl.html
| A compiled version
of all the reports above is available in the following formats: |
Word
Word 97 Win
heck2000.doc |
Word
Perfect
WP Win 6.1
heck2000.wpd |
PDF
Acrobat 4.0
heck2000.pdf |
ASCII
Text
heck2000.txt |
Rich
Text
heck2000.rtf |
HTML
heck2000.html |
|
