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 2006 Index (back)
Preliminary Report
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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The start of the 40th Institute is only a few 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.
Institute Opening Reception
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 a great place to meet a lot of people.
News from the Exhibit Hall:
The vendor's list this year includes the following (in alpha order) which may be of particular interest to many of our readers and will be covered in more depth as the Institute progresses:
ABA Section of Real Property, Probate & Trust Law Attorney's Will Registry BNA/Tax Management, Inc.
Brentmark Software, Inc.
CCH Inc.
Connect2A
Eidelman Associates - WINDRAFT
Estate Valuations & Pricing Systems, Inc. [EVP] EstateWorks FASTER Systems, LLC Bronze Sponsor Fast-Tax Financial Data Service Gallo Institute Gillett Publishing LLC [GEMS] Heritance System by DataTech Software InterActive Legal Systems The Lackner Group, Inc.
LAWGIC LLC
LexisNexis
PPC
Schumacher Publishing, Inc.
Thomson RIA
Thomson West
University of Miami, Office of Estate and Gift Planning U.S. Trust and Practical Drafting ® Platinum Sponsor WealthCounsel
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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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