If
Lear had a Lawyer 
By Donald Carroll
Reports
from Heckerling
By Steve Akers, Joseph
G. Hodges, et. al.
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.
Two
Great Meetings