Heckerling Reports: 2009, Section of Real Property, Probate and Trust Law, American Bar Association

HECKERLING REPORTS: 2009

2009 Heckerling Report

Preliminary Reports

Heckerling Report As we have done in January for the last twelve 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 43rd Annual Philip E. Heckerling Institute on Estate Planning that is being held January 12-16, 2009 at the Orlando World Center Marriott Resort and Convention Center in Orlando, Florida, a new venue for the Institute starting in 2007. A complete listing of the proceedings and speakers will be published here later on and is also available on the Institute's Web site at http://www.law.miami.edu/heckerling.

We also will be posting the full text of each of these Reports on the ABA RPTE Section's Web site, as we have since the 2000 Institute. Those Reports can be found at URL http://www.abanet.org/rpte/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 will be present in Orlando this year are Gene Zuspann Esq. of Zuspann & Zuspann in Denver, Colorado; Joanne Hindel Esq. of Fifth Third Bank in Cleveland, Ohio; Kimon Karas Esq. of McCarthy, Lebit, Crystal and Liffman Co., LPA in Cleveland, Ohio; Jason Havens Esq. of Havens & Miller PLLC in Destin, Florida; Bruce Stone Esq. of Goldman, Felcoski & Stone, PA in Coral Gables, Florida; Craig Dreyer Esq. of McDonald Hopkins LLC in Cleveland, Ohio; Carol Sobczak Esq. of The Law Offices of Carol A. Sobczak in St. Helena, California; Mike Stiff Esq. of Stiff & Associates LLC in Denver, Colorado, John Warnick of Holme, Roberts & Owen in Denver, Colorado, and Herb Braverman of Herb L. Braverman Law in Cleveland, Ohio. The editor again this year will be Joseph G. Hodges Jr. Esq, a solo practitioner in Denver, Colorado, who also is the Chief Moderator of the ABA-PTL List.

The start of the 43rd Institute is only seven 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 Marriott 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 and make friends with a lot of people.

News from the Exhibit Hall:

The vendor's list this year has significantly expanded and includes the following and their booth location (in alpha order) that may be of particular interest to many of our readers. Most of these vendors will be covered in more depth in later Reports as the Institute progresses:

ABA Section of Real Property, Trust and Estate Law (198)
Advanced Settlements, Inc. (179)
The Advisors Forum (205)
Alaska Trust Company (177)
American Association of Attorney – CPAs/AAA-CPA (190)
Appraisers & Planners, Inc. (222)
ARIS Corporation – Platinum Sponsor (156)
Ashar Group, LLC – Life Settlement Specialists (189)
Atlantic Trust Private Wealth Management (197)
Bloomsbury Auctions – Transportation Sponsor (171)
BNA Tax Management, Inc. (133 & 134)
BNY Mellon Wealth Management– Platinum Sponsor (160 & 161)
Bonhams (130)
Brentmark Software, Inc. (141)
Brown Brothers Harriman & Co. - Silver Sponsor
CBIZ Valuation Group, LLC (106)
CCH, a Wolters Kluwer business (223 & 224)
Charles Schwab Institutional - Silver Sponsor (162)
Christiana Bank & Trust Company (188)
Christie's, Inc. (135)
Citadel Trust Company (239)
Commonwealth Trust Company (225)
Community Foundations of Florida (178)
ComStock Advisors (150)
Consulting Services Support Corporation (211)
Coventry – Platinum Sponsor (159)
Crawford Care Management (175)
Crescendo Interactive, Inc. (191)
Deutsche Bank Private Wealth Management (115 & 116)
The Devereaux REAL Foundation (111)
Donlevy-Rosen & Rosen, PA (148)
Doyle New York (181)
Emigrant Bank Fine Art Finance (157)
Empire Valuation Consultants – Silver Sponsor (121 & 122)
The Entrust Group (242 & 243)
Equity Trust Company (204)
Estate Planning System (112)
Estate Valuations & Pricing Systems, Inc. (187)
EstateWorks, Inc. (153)
Evaluation Services – Appraise (102)
Fidelity Charitable Services – Silver Sponsor (136 & 137)
Fidelity Personal Trust Services (138 & 139)
Fiduciary Trust Company International (212 & 213)
Financial Data Service, Inc. (184)
First PREMIER Bank, Trust Department (101)
Firstat RN Care Management Services (132)
FMV Opinions, Inc. (146)
Foundation Source (176)
GenSpring Family Offices (169)
Gillett Publishing, LLC (207)
The GCSL Group of Companies – Platinum Sponsor (155)
Gurr Johns, Inc. (158)
Harvey E. Morse, P.A. (107)
Heritage Auction Galleries (226)
The Insurance Design Center, LLC (131)
InterActive Legal (145)
International Genealogical Search (125)
Joseph DuMouchelle International Auctioneers (241)
The Lackner Group, Inc. (164)
LAWGIC LLC (154)
Leslie Hindman Auctioneers (185)
London Capital (210)
LexisNexis – Platinum Sponsor (202 & 203)
M.J. Bohan Co., Inc (218)
Management Planning, Inc. (151 & 152)
Mercer Capital (180)
Millea Bros., Ltd. (104)
National Philanthropic Trust (103)
National Academy of Law Ethics (173)
New York Private Bank & Trust (142 & 143)
Newman + Cohen Financial Management (170)
Nixon Peabody Fiduciary Services (117)
Northern Trust Company (216 & 217)
Paul Comstock Partners (186)
PDI Global, Inc. (108)
PENSCO Trust Company (118)
PinnacleCare (214)
PNC Wealth Management (208 & 209)
Private Wealth Magazine (166)
Professional Investment Advisors – Silver Sponsor (227)
RBC Wealth Management (105)
Right at Home, Inc. (109)
Rochdale Offshore Investment Management (149)
RSM McGladrey, Inc. (113 & 114)
Ruby Receptionists (172)
Samuel T. Freeman & Co. (163)
Schumacher Publishing, Inc. (120)
The Shafe Group, Inc. (110)
SeniorBridge (195)
Skinner, Inc. (140)
Sotheby's (174)
South Dakota Trust Company, LLC (221)
Southpac Group / MDI Offshore Advisors, LLC (147)
Stack's Rare Coins (240)
State Street Corporation (119)
Succession Capital Alliance (220)
SunTrust Banks - Platinum Sponsor (128 & 129)
TEdec Systems, Inc. (123 & 124)
TheInsuranceAdvisor.com (165)
Thomas Reuters (235-238)
Thomson Reuters, ONESOURCE (233 & 234)
Teig Lawrence, P.A. (192)
Trinity Financial Services, LLC (144)
Trugman Valuation Associates, Inc. (167)
Trusts & Estates Magazine (182 & 183)
U.S. Trust, Bank of America
Private Wealth Management - Platinum Sponsor (199 – 201)
Wachovia Exchange Services (194)
Wachovia Wealth Management (193)
WealthCounsel, LLC (206)
Wealth Management Business Magazine (196)
Weiser, LLP (215)
West, a Thomson Reuters Business (228 – 232)
Willamette Management Associates (126)
WINDRAFT – Eidelman Associates (127)
Yellowstone Trust Administration (100)

Below is information that will be included at the end of each Report due to its importance and in case any of our readers need to contact the Institute or someone who is there while the Institute is progressing.

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 - Orlando World Center Marriott
8701 World Center Drive
Orlando, FL 32821
Telephone (407) 239-4200, FAX (407) 238-8777

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.