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 2005 Index (back)
Introduction,
Pt. 1
As we have done in January for the last eight years, and
again with the permission of the University of Miami School
of Law Center for Continuing Legal Education, we will be posting
daily Reports to this list containing highlights of the proceedings
of the 39th Annual Philip E. Heckerling Institute on Estate
Planning that is being held January 10-14, 2005 at the Fontainebleau
Hilton Resort and Towers in Miami Beach, Florida. A complete
listing of the proceedings and speakers is available on the
Institute's Web site. The URL for that site is http://www.law.miami.edu/heckerling.
We also will be posting the full text of each of these Reports
on the ABA RPPT Section's Web site, as we have since the 2000
Institute. Those Reports can be found at URL http://www.abanet.org/rppt/meetings_cle/heckerling.
In addition, each Report can also be accessed at any time
from the ABA-PTL Discussion List's Web-based Archive at URL
http://mail.abanet.org/archives/aba-ptl.html.
Our on-site local reporters who are present in Miami this
year are Gene Zuspann Esq. of Zuspann & Zuspann in Denver,
Colorado, Shelly Merritt Esq., a solo practitioner in Denver,
Colorado, Connie T. Eyster Esq. of Hutchinson, Black &
Cook LLC in Boulder, Colorado, Jason Havens Esq. of Havens
& Miller PLLC in Destin, Florida, Bruce Stone of Goldman,
Felcoski & Stone, PA of Coral Gables, Florida, Herbert
L. Braverman Esq. of Walter & Haverfield LLP in Cleveland,
Ohio, and Jeffry L. Weiler of Benesch, Friedlander, Coplan
& Aronoff LLP of Cleveland, Ohio. The editor again this
year will be Joseph G. Hodges Jr. Esq, a solo practitioner
in Denver, Colorado who is the Chief Moderator of the ABA-PTL
List.
=================================================
Scope of the Institute:
The Heckerling Institute on Estate Planning is the nation's
leading conference for estate planning professionals. The
program is designed for sophisticated attorneys, trust officers,
accountants, insurance advisors, and wealth management professionals
who are familiar with the principles of estate planning. The
Institute offers something of interest to every member of
the estate planning team.
* The recent developments panel on Monday afternoon, featuring
three of the nation's foremost estate planning experts, will
guide you through the year's developments on the tax front.
* Our general session lectures, which begin on Tuesday morning
and continue throughout the week, will provide in-depth analysis
of topics of timely interest to experienced estate planners.
* On Wednesday and Thursday afternoons, a wide variety of
workshops, panel discussions, and case studies will examine
and provide practical guidance on sophisticated estate planning
techniques, including our popular series on planning with
financial assets.
* A new series of afternoon programs will focus on the controversies
that can arise in the planning and administration process,
including planning and drafting to avoid litigation, handling
tax controversies, risk management for trustees, and the use
of mediation in estate planning.
* Our fundamentals program is of interest to not only entry-level
practitioners, but also to experienced planners who would
benefit from a thorough review of three important topics.
The programs will cover the use of family limited partnerships
and limited liability companies; the income taxation of trusts,
estates, grantors, and beneficiaries; and the provisions and
planning implications of EGTRRA.
* As the largest gathering of estate planning professionals
in the country, the Institute offers a unique opportunity
to exchange ideas, to network and to review the latest in
technology, products and services displayed by over 100 vendors
in an exhibit hall dedicated entirely to the estate planning
industry.
THE INSTITUTE 2005 FACULTY:
Steve R. Akers
Bessemer Trust
Dallas, Texas
Dennis I Belcher
McGuire Woods LLP
Richmond, Virginia
Jonathan G. Blattmachr
Milbank, Tweed, Hadley & McCoy LLP
New York, New York
John T. Brooks
Foley & Larder LLP
Chicago, Illinois
Ann B. Burns
Rider Bennett
Minneapolis, Minnesota
Henry Christensen III
Sullivan & Cromwell
New York, New York
Stacey L. Cole
Ackerman Senterfitt
Orlando, Florida
Samuel A Donaldson
University of Washington School of Law
Seattle, Washington
S. Stacy Eastland
Goldman Sachs & Co.
Houston, Texas
David M. English
University of Missouri School of Law
Columbia, Missouri
Michael I. Frankel
Carter Ledyard & Milburn
New York, New York
George S. French
French Law Offices
Cincinnati, Ohio
Christopher H. Gadsden
Gadsden, Schneifer & Woodward LLP
King of Prussia, Pennsylvania
Thomas P. Gallanis
Washington & Lee University School of Law Lexington, Virginia
Mitchell Gans
Hofstra University School of Law
Hempstead, New York
Michael L. Graham
Graham & Smith LLP
Dallas, Texas
Ellen K. Harrison
Shaw Pittman LLP
Washington, D.C.
Joseph G. Hodges Jr.
Attorney At Law
Denver, Colorado
Alex W. Howard
Howard Frazier Barker Elliott Inc.
Houston, Texas
Christopher R. Hoyt
University of Missouri School of Law
Kansas City, Missouri
Catherine Veihmeyer Hughes
United States Department of the Treasury Washington, D.C.
Gary R. Lee
Deloitte & Touche
Boston, Massachusetts
Paul S. Lee
Bernstein Investments Research & Management New York,
New York
Ray D. Madoff
Boston College Law School
Newton, Massachusetts
Carlyn S. McCaffrey
Weil Gotshal & Manges LLP
New York, New York
Jim C. Melamed
Oregon Mediation Center Inc.
Eugene, Oregon
Louis A. Mezzullo
McGuire Woods LLP
Richmond, Virginia
M. Read Moore
McDermott Will & Emery LLP
Chicago, Illinois
Alan Newman
University of Akron School of Law
Akron, Ohio
Steven J. Oshins
Oshins & Associates
Las Vegas, Nevada
Jeffrey N. Pennell
Emory University School of Law
Atlanta, Georgia
Jonathan Petropoulos
Claremont McKenna College
Claremont, California
John W. Porter
Baker & Botts L.L.P
Houston, Texas
Mary F. Radford
Georgia State University College of Law
Atlanta, Georgia
Richard B. Robinson
Robinson & Diss PC
Denver, Colorado
Harvey Rosenblum
Federal Reserve Bank of Dallas
Dallas, Texas
Bruce S. Ross
Holland & Knight LLP
Los Angeles, California
Alan F. Rothschild Jr.
Hatcher Stubbs Land Hollis & Rothschild
Columbus, Georgia
Sanford J. Schlesinger
Schlesinger Gannon & Lazetera LLP
New York, New York
Pam H. Schneider
Gadsden Schneifer & Woodward LLP
King of Prussia, Pennsylvania
Kathleen R. Sherby
Brian Cave
St. Louis, Missouri
Roger L. Shumaker
McDonald Hopkins
Cleveland, Ohio
Bruce M. Stone
Goldman Felcoski & Stone PA
Coral Gables, Florida
E. Diana Thomoson
Williams Mullen Hofheimer Nusbaum
Norfolk, Virginia
Suzanne Brown Walsh
Cummings & Lockwood LLC
West Hartford, Connecticut
William C. Weinsheimer
Foley & Larder LLP
Chicago, Illinois
Howard M. Zaritsky
Rapidan, Virginia
SUBSTANTIVE PROGRAM SCHEDULE AND HIGHLIGHTS:
Due to the length of this Schedule, it will be published
as part of a separate Introduction Part II e-mail.
Institute Director and Advisory Committee:
Tina Portuondo, Institute Director
Byrle M. Abbin
Steve R. Akers Esq.
Prof. Mark L. Ascher
Ronald D. Aucutt Esq.
Norman J. Benford Esq.
Lawrence Brody Esq.
J. Donald Cairns Esq.
S. Stacy Eastland Esq.
Prof. David M. English
Joseph G. Gorman Jr. Esq.
Max Gutierrez Jr. Esq.
Marcia Chadwick Holt Esq.
Carlyn S. McGaffrey Esq.
Jerry J. McCoy Esq.
Judith W. McCue Esq.
Malcolm A. Moore Esq.
Prof. Jeffrey N. Pennell
Lloyd Leva Plaine Esq.
Susan Porter
John R. Price Esq.
Bruce S. Ross Esq.
Edward S. Schlesinger Esq.
Pam H. Schneider Esq.
Bruce Stone Esq.
Howard M. Zaritsky Esq.
Emeritus Members:
Barnard Barnett
Alan D. Bonapart Esq.
Dave L. Cornfeld Esq.
Fred J. Dopheide
Frederick R. Keydel Esq.
__________________________________________
GENERAL INFORMATION ABOUT INSTITUTE:
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 Web site: www.law.miami.edu/heckerling
E-mail: heckerling@law.miami.edu
===========================================
Headquarters Hotel - Fontainebleau Hilton
4441 Collins Avenue
Miami Beach, FL 33140
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.lexisnexis.com/productsandservices.
The text of these proceedings is also available on CD ROM
from Authority On-Demand by LexisNexis Matthew Bender. For
further information, contact your sales representative, or
call (800) 833- 9844, or fax (518) 487-3584, or go to http://www.bender.com,
or write to Matthew Bender & Co., Inc., Attn: Order Fulfillment
Dept.,
1275 Broadway, Albany, NY 12204.
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