Philip E. Heckerling
Institute on Estate Planning
University of Miami School of Law
Center for Continuing Legal Education
The 39th Annual Philip E.
Heckerling Institute on Estate Planning was
held the week of January 10, 2005. This issue
of E-STATE features three reports
from the Institute.
Reports on the Institute
have been prepared by Steve R. Akers,
Bessemer Trust Company, in addition to the
Section’s on-site Reporters.
First, the Section's on
site reporters posted Summaries
of the Sessions they attended
to the ABA-PTL Discussion List and the RPPT
Web Site.
Second, Steve Akers has
prepared Heckerling 2005 Helpful
Hints 
,
an overview of some of the issues discussed
at Heckerling that he found particularly interesting,
and Rough
Notes ,
a detailed report of some of the proceedings
that Steve was able to attend.
The Section’s on-site
reporters were Gene Zuspann
of Zuspann & Zuspann in Denver, Colorado,
Shelly Merritt,
a solo practitioner in Boulder, Colorado,
Connie T. Eyster
of Hutchinson, Black & Cook LLC in Boulder,
Colorado, Jason Havens
of Havens & Miller PLLC in Destin, Florida,
Bruce Stone of Goldman,
Felcoski & Stone, PA of Coral Gables,
Florida, Herbert L. Braverman
of Walter & Haverfield LLP in Cleveland,
Ohio, and Jeffry L. Weiler of Benesch, Friedlander,
Coplan & Aronoff LLP of Cleveland, Ohio.
The editor again is Joseph G.
Hodges Jr. a solo practitioner
in Denver, Colorado who is also the Chief
Moderator of the ABA-PTL
List.
