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 2006 Index (back)
Introduction,
Pt. 1
As we have done in January for the last nine 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 40th Annual Philip E. Heckerling Institute on Estate Planning that is being held January 9-13, 2006 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, Bruce Stone of Goldman, Felcoski & Stone, PA in Coral Gables, Florida (a member of the Institute's Advisory Committee), Herb Braverman of Walter & Haverfield, LLP in Cleveland, Ohio, Jeff Weiler of Benesch, Friedlander, Coplan & Aronoff, LLP in Cleveland, Ohio, Merry Balson of Wade, Ash, Woods, Hill & Farley in Denver, Colorado, Barbara Dalvano of Isaacson & Rosenbaum, PC in Denver, Colorado, Paul Hood of L. Paul Hood Jr. (APLC) in Manderville, Louisiana, and Joanne Hindel of Fifth Third Bank in 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.
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Scope of the Institute:
Now celebrating its 40th year, 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 recent developments panel on Monday afternoon, featuring three of the nation's foremost estate planning experts, will guide you through the year's most significant developments in estate planning, including the latest 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. Of special interest this year, is a Tuesday afternoon panel addressing the unique planning and drafting issues that arise at the midway point between the enactment of EGTRRA in
2001 and its scheduled “sunset” in 2011, as well as the issues presented by any new legislative developments.
• 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. Sessions in the financial assets series are designated:
• A second series of afternoon programs will focus on trust and estate litigation, including the tax aspects of settlement agreements and avoiding litigation with respect to total return trusts. The series will also feature a mock trial presentation offering practical tips, strategies and suggestions from a panel of experienced trust and estate litigators.
Sessions in this series are designated:
• 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 retirement plan beneficiary designations, asset protection planning and elder law.
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. Please join us in Miami Beach, January 9 -13, 2006, to help us celebrate 40 years of excellence in continuing education!
THE INSTITUTE 2004 FACULTY:
Roy M. Adams
Sonnenschein Nath & Rosenthal
New York, New York
Ronald D. Aucutt
McGuireWoods LLP
McLean, Virginia
Martin E. Basson
Internal Revenue Service - Estate and Gift Fort Lauderdale, Florida
Dennis I. Belcher
McGuireWoods LLP
Richmond, Virginia
Norman J. Benford
Greenberg Traurig
Miami, Florida
Lawrence Brody
Bryan Cave LLP
St. Louis, Missouri
Ann B. Burns
Rider Bennett, LLP
Minneapolis, Minnesota
Dominic J. Campisi
Evans, Latham & Campisi
San Francisco, California
Carol A. Cantrell
Briggs & Veselka Co.
Bellaire, Texas
Natalie B. Choate
Bingham McCutchen LLP
Boston, Massachusetts
Marc A. Chorney
Chorney and Associates, LLC
Englewood, Colorado
Gail Cohen
Fiduciary Trust International
New York, New York
Mike Cohn
CFG Business Solutions LLC
Phoenix, Arizona
Daniel L. Daniels
Cummings & Lockwood LLC
Stamford, Connecticut
Samuel A. Donaldson
University of Washington School of Law
Seattle, Washington
Mark B. Edwards
Poyner & Spruill, LLP
Charlotte, North Carolina
Terrence M. Franklin
Sacks, Glazier, Franklin & Lodise LLP
Los Angeles, California
Lawrence A. Frolik
University of Pittsburgh School of Law
Pittsburgh, Pennsylvania
Jon J. Gallo
Greenberg, Glusker, Fields, Claman,
Machtinger & Kinsella, LLP
Los Angeles, California
James L. Gulley
Internal Revenue Service
Houston, Texas
Carol A. Harrington
McDermott, Will & Emery LLP
Chicago, Illinois
Jerome M. Hesch
Greenberg Traurig
Miami, Florida
Donald O. Jansen
Fulbright & Jaworski LLP
Houston, Texas
Carol A. Johnston
O’Melveny & Myers LLP
Los Angeles, California
Paul S. Lee
Bernstein Investment
Research & Management
New York, New York
David T. Leibell
Cummings & Lockwood LLC
Stamford, Connecticut
Laird A. Lile
Laird A. Lile, P.A.
Naples, Florida
Susan M. Mangiero
Business Valuation Analytics, LLC
Trumbull, Connecticut
Eric A. Manterfield
Krieg DeVault LLP
Carmel, Indiana
Neill G. McBryde
Moore & Van Allen PLLC
Charlotte, North Carolina
Carlyn S. McCaffrey
Weil, Gotshal & Manges LLP
New York, New York
Jerry J. McCoy
Law Office of Jerry J. McCoy
Washington, D.C.
Louis A. Mezzullo
McGuireWoods LLP
Richmond, Virginia
Steven K. Mignogna
Archer & Greiner P.C.
Haddonfield, New Jersey
M. Read Moore
McDermott Will & Emery LLP
Chicago, Illinois
Richard W. Nenno
Wilmington Trust Company
Wilmington, Delaware
Anne J. O’Brien
Arnold & Porter LLP
Washington, D.C.
Jeffrey N. Pennell
Emory University School of Law
Atlanta, Georgia
Lloyd Leva Plaine
Sutherland Asbill & Brennan LLP
Washington, D.C.
John W. Porter
Baker Botts, LLP
Houston, Texas
Charles A. Redd
Sonnenschein Nath & Rosenthal LLP
St. Louis, Missouri
Bruce S. Ross
Holland & Knight, LLP
Los Angeles, California
Gideon Rothschild
Moses & Singer, LLP
New York, New York
Joshua S. Rubenstein
Katten Muchin Rosenman
New York, New York
Robert N. Sacks
Sacks, Glazier, Franklin & Lodise LLP
Los Angeles, California
Margaret E. W. Sager
Heckscher, Teillon, Terrill & Sager
West Conshohocken, Pennsylvania
Winton C. Smith, Jr.
Winton Smith and Associates
Memphis, Tennessee
W. Donald Sparks, II
Richards Layton & Finger
Wilmington, Delaware
Robert S. Stolar
U.S. Trust
New York, New York
Kimbrough Street
Davis Wright Tremaine LLP
Seattle, Washington
Donald R. Tescher
Tescher Gutter Chaves Josepher Rubin
Ruffin & Forman, P.A.
Boca Raton, Florida
Frank A. Thomas, III
Shackelford, Thomas & Gregg, PLC
Orange, Virginia
Institute's Advisory Committee:
Tina Portuondo, Institute Director
University of Miami School of Law; Coral Gables, Florida
Byrle M. Abbin
Wealth & Tax Advisory Services, Inc.; Washington, D.C.
Steve R. Akers
Bessemer Trust; Dallas, Texas
Mark L. Ascher
University of Texas School of Law; Austin, Texas
Ronald D. Aucutt
McGuireWoods LLP; McLean, Virginia
Dennis I. Belcher
McGuireWoods LLP; Richmond, Virginia
Norman J. Benford
Greenberg Traurig; Miami, Florida
Lawrence Brody
Bryan Cave LLP; St. Louis, Missouri
J. Donald Cairns
Spieth, Bell, McCurdy & Newell, Co., L.P.A.; Cleveland, Ohio
S. Stacy Eastland
Goldman, Sachs & Co.; Houston, Texas
David M. English
University of Missouri School of Law; Columbia, Missouri
Joseph G. Gorman, Jr.
Sheppard Mullin; Los Angeles, California
Max Gutierrez, Jr.
Morgan, Lewis & Bockius, LLP;
San Francisco, California
Carol A. Harrington
McDermott Will & Emery LLP; Chicago, Illinois
Marcia Chadwick Holt
Davis, Graham & Stubbs LLP; Denver, Colorado
Carlyn S. McCaffrey
Weil, Gotshal & Manges LLP; New York, New York
Jerry J. McCoy
Law Office of Jerry J. McCoy; Washington, D.C.
Judith W. McCue
McDermott Will & Emery LLP; Chicago, Illinois
Malcolm A. Moore
Davis Wright Tremaine LLP; Seattle, Washington
Jeffrey N. Pennell
Emory University School of Law; Atlanta, Georgia
Lloyd Leva Plaine
Sutherland, Asbill & Brennan LLP; Washington, D.C.
Susan Porter
United States Trust Company; New York, New York
Bruce S. Ross
Holland & Knight, LLP; Los Angeles, California
Pam H. Schneider
Gadsden Schneider & Woodward LLP
King of Prussia, Pennsylvania
Bruce Stone
Goldman Felcoski & Stone P.A.; Coral Gables, Florida
Howard M. Zaritsky
Rapidan, Virginia
Emeritus Members:
Alan D. Bonapart
Bancroft & McAlister LLP; Greenbrae, California
Dave L. Cornfeld
Husch & Eppenberger, LLC; St. Louis, Missouri
Fred J. Dopheide
Newtown Square, Pennsylvania
John R. Price
Perkins Coie LLP; Seattle, Washington
__________________________________________
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
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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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