REPORT NO. 3A - Friday Afternoon, January
11, 2002
This report is brief and is being sent to all of you mainly to
let you know that there is a lot more to come, so stay tuned.
It takes time for our reporters to compile their stories and send
them in to the Editors, then some more time for the Editors to
compile those stories into the Reports that are being transmitted
to all of you.
We are running behind at the present time, but Report #4, dealing
with the vendors who were at Heckerling this year and a lot of
other interesting "techie" news, will go out sometime tomorrow
morning (there will be some great stuff in that one). This
will be followed soon thereafter, Saturday afternoon and Sunday,
with Reports #5, #6, etc. covering the sessions that were held
Tuesday afternoon (Drafting for EGERTA), as well as Wednesday
through Friday mornings, and some of the Special Session presentations
that were given in the afternoon on Wednesday and Thursday.
We hope to have all of the Reports for 2002 out by no later than
the middle of next week at the latest. The last Report will
be denoted as the "Final" one so you will know you have been sent
all of them.
In the meantime, here from Report #3 is a reminder about
one of the previously announced HECKERLING SPECIALS (and there
will be some more great ones coming soon), and more late-breaking
news from the IRS............................
HECKERLING SPECIAL (a repeat announcement):
Stephan Leimberg <steve@leimbergservices.com> has recently
informed us that his Company [Leimberg & LeClair] is willing
to offer a Heckerling Special for anyone who sees this announcement
and subscribes to his LISI Newsletter service during the time
the Institute is taking place and before the Final Report is issued.
All you have to do is send an e-mail to service@leimbergservices.com
and include the words HECKERLING DISCOUNT in the subject. Bob
LeClair will get back to you and handle the sign-up. They
will give those people a monthly price of $13.95 rather than the
$14.95 regular price. They also can take a free look
at the site and its many services by going to <http://www.leimbergservices.com/>
and clicking on the blue FREE TRIAL button on the top right.
MORE NEWS FROM THE IRS:
The Nov. 2001 Form 706
and Instructions is now available from the IRS Web site at <http://www.irs.ustreas.gov/basic/forms_pubs/formpub.html>irs.ustreas.gov/basic/forms_pubs/formpub
.html <http://www.irs.ustreas.gov/basic/forms_pubs/formpub.html>
It was posted there on 1/9/02
In additon, the new Form 709 is there too.
__________________________________________________
That is it for Report No. 3A. The full text of all the Reports
will be posted on the ABA RPPT Web site at
www.abanet.org/rppt <http://www.abanet.org/rppt>.
======================================
MIAMI INSTITUTE GENERAL INFORMATION:
Inquiries/Registration:
Philip E. Heckerling Institute on Estate Planning
University of Miami School of Law
Center for Continuing Legal Education
P.O. Box 248087
Coral Gables, FL 33124-8087
Telephone: 305-284-4762 / FAX: 305-284-6752
===========================================
Headquarters Hotel - Fontainebleau Hilton, Miami Beach, FL
Telephone (305) 538-2000, FAX (305) 674-4607
===========================================
NOTICE: Although audio tapes of all of the substantive session
at the Miami Institute currently are only made available to Institute
registrants for purchase, the entire proceeding of the Institute
are
published annually by Lexis/Nexis. For further information, go
to
their Web site at <http://www.lexis.com/>.
The text of these proceedings is also available on CD ROM from
Authority by Matthew Bender. For further information, contact
your Matthew Bender sales representative, or call (800) 533-1637,
or fax (800) 828-8341, or go to URL <http://www.bender.com/>,
or
write to Matthew Bender & Co., Inc., Attn: Fulfillment Dept.,
1275
Broadway, Albany, NY 12204.
______________________________________________________
Joseph G. Hodges Jr. Esq., Denver, CO
ABA-PTL Discussion List Chief Moderator
jghodges@jghlaw.com
<http://www.jghlaw.com/>
URL for ABA-PTL Web-based Archives:
<http://mail.abanet.org/archives/aba-ptl.html>
