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complete listing of the proceedings and speakers is
available on the
Institute's Web site |
Each report can also be accessed at
any time from the ABA-PTL Discussion List's Web-based
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 2005 Index (back)
Preliminary
Report
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 Boulder,
Colorado, Connie T. Eyster Esq. of Hutchinson, Black &
Cook LLC in Boulder, Colorado, Jason Havens Esq. of Havens
& Miller PLLC in Dustin, 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.
=================================================
The start of the 39th Institute is only two days away now
and, as we prepare for that, we want to pass along a few news
items we have received recently or need to broadcast.
Administrative Matters:
Reporter Shelly Merritt Esq. has informed us that she practices
law in Boulder, Colorado, not Denver, and that this is so
despite her recent change of law firms. Sorry for the oversite
there Shelly.
Organization Meetings:
The Heckerling Institute staff reminds everyone to attend
the Complementary Reception for Registrants that will be held
in the exhibition hall at the Fontainebleau Hotel from 6:00
to 7:00 p.m. on Monday evening. This is a don't miss function
- plenty of food and lots of things to drink, plus great people
to meet.
The principals of WealthCounsel have asked their members
to join them at 5:30 p.m. on Monday in the WealthCounsel Hospitality
Suite at the Fontainebleau Hotel for a kickoff meeting to
discuss the reporting process for their Putting Heckerling
into Practice program and their Heckerling wrap-up luncheon
on Friday.
News from the Exhibit Hall:
EstateWorks will be demonstrating their Trusts and Estates
case management system and the beta version of their workflow
and tracking system for estate planning (Booths 51 & 52).
TEdec Systems Inc. will be unveiling Version 6 of their
Fiduciary Accounting system, a Windows product. The pre-January
discounted upgrade price has expired, but ask them if they
will be offering a special upgrade price during Heckerling.
The Center for Estate Planning LLC will be unveiling their
new Estate Profiler PRO software at Heckerling. It is designed
to track real time and with visuals the consequences of various
changes in a client's proposed estate plan. A free evaluation
copy will be available at Heckerling.
The Probate & Trust Division of the ABA Section of Real
Property, Probate and Trust Law will be marketing the new
book "Asset Protection Strategies, Volume II" by
Alexander Bove, the author and editor at Heckerling. On Tuesday
morning during the morning break you can stop by the Section's
Booth 39 and personally meet Alexander. The book will not
be available for shipping until March but discounts on all
the Section's publications will be offered for orders placed
during Heckerling.
Connect2A.Com LLC, which is celebrating it's fourth anniversary
at Heckerling this year, has announced several new features
and enhancements to its data manager and communicator, including
their newest product, Document Connect(tm), which is a document
storage and sharing service.
And last but not least, Brentmark Software will be celebrating
20 years in business during Heckerling. In honor of that event,
they are offering a special unprecedented one-time 20% discount
on any of their software products that is licensed during
the Institute. A free demo CD-ROM will also be available at
their Booths 69 and 70.
_________________________________________
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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