Friday, January 11, 2008

Heckerling Institute 2008 Revs Up

On January 10, 2008, Joseph G. Hodges, Jr. announced next week's Heckerling Institute, to be held January 14-18, in Orlando, Florida.

He posted a message on the
"Practice Listserv" of the American College of Trust & Estate Counsel, and on the "Probate & Trust Listserv" of the American Bar Association's Section of Real Property, Trust & Estate Law.

With Joe's permission (granted in the message copied at the end of this posting), I reproduce his announcement below (with some reparagraphing and link additions or realignments).

As we have done in January for the last eleven 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 42nd Annual Philip E. Heckerling Institute on Estate Planning that is being held January 14-18, 2007 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 and is also available on the Institute's Web site.

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 [here].

In addition, each Report can also be accessed at any time from the ABA-PTL Discussion List's Web-based Archive [here].

Our on-site local reporters who are 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; Jason Havens Esq. of Howard, Mobley & Havens PLLC in Florida and Tennessee; Kimon Karas Esq. of McCarthy, Lebit, Crystal and Liffman Co., LPA in Cleveland, Ohio; 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; Ronda Martinez Esq. of Fifth Third Bank in Southfield, Michigan; and Mike Stiff Esq. of Hutchins & Stiff LLC in Denver, Colorado.

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 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.
  • The 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.
  • 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 the popular series on planning with financial assets. Sessions in the financial assets series are designated: [FIN]
  • A second series of afternoon programs will focus on trust litigation and tax controversies, including current issues in estate and gift tax audits, trial-proofing FLPs, and the attorney or fiduciary as a witness. Sessions in the litigation series are designated: [LIT]
  • The fundamentals programs are of interest to not only entry-level practitioners, but also to experienced planners who would benefit from a thorough review of three important topics. This year the programs will cover preparing the Form 709, planning with life insurance, and creating and administering charitable remainder trusts.
As the largest gathering of estate planning professionals in the country, with over 2,500 professionals in attendance, 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 that is dedicated entirely to the estate planning industry.

The new headquarters hotel, the Orlando World Center Marriott Resort & Convention Center, offers nearly 2,000 hotel rooms as well as expanded meeting and exhibit space plus a full array of superior dining and resort services. In addition, in response to suggestions that were made by last year's registrants, complimentary evening shuttle service to selected local dining and entertainment areas has been added.


Roy M. Adams & Associates PLLC
A Partner of Constantine Cannon LLP
New York, New York

Susan T. Bart
Sidley Austin LLP
Chicago, Illinois

Martin E. Basson
Internal Revenue Service
Plantation, Florida

Sandy Baum
Skidmore College
Washington, D.C.

Edward J. Beckwith
Baker & Hostetler LLP
Washington, D.C.

Dennis I. Belcher
McGuireWoods LLP
Richmond, Virginia

Amy B. Beller
Miller & O’Neill P.L.
Boca Raton, Florida

Judith Bresler
Withers Bergman LLP
New York, New York

Lawrence Brody
Bryan Cave LLP
St. Louis, Missouri

Ann B. Burns
Gray Plant Mooty
Minneapolis, Minnesota

Patricia H. Char
Preston & Lockhart Preston Gates & Ellis LLP
Seattle, Washington

Timothy W. Chase
WMS Partners LLC
Towson, Maryland

Henry Christensen III
Sullivan & Cromwell LLP
New York, New York

Christopher P. Cline
Holland & Knight
Portland, Oregon

Aileen F. Condon
Internal Revenue Service
St. Louis, Missouri

Samuel A. Donaldson
University of Washington Law School
Seattle, Washington

Kenneth A. Feinfield
Wilmington Trust FSB
Los Angeles, California

Charles D. (“Skip”) Fox IV
McGuireWoods LLP
Charlottesville, Virginia

Jon J. Gallo
Greenberg Glusker
Los Angeles, California

Alan S. Halperin
Paul, Weiss, Rifkind, Wharton & Garrison LLP
New York, New York

Carol A. Harrington
McDermott, Will & Emery
Chicago, Illinois

Nancy G. Henderson
Henderson & Caverly LLP
Rancho Santa Fe, California

Charles E. Hodges II
Chamberlain Hrdlicka
Atlanta, Georgia

Joseph G. Hodges, Jr.
Attorney at Law
Denver, Colorado

Catherine V. Hughes
Department of the Treasury
Washington, D.C.

Donald O. Jansen
The University of Texas System
Austin, Texas

Ralph E. Lerner
Sidley Austin LLP
New York, New York

Stephanie Loomis-Price
Baker Botts LLP
Houston, Texas

Mary Ann Mancini
Bryan Cave LLP
Washington, D.C.

Carlyn S. McCaffrey
Weil, Gotshal & Manges LLP
New York, New York

Kathryn M. McCarthy
New York, New York

Jerry J. McCoy
Law Office of Jerry J. McCoy
Washington, D.C.

Steven K. Mignogna
Archer & Greiner P.C.
Haddonfield, New Jersey

Daniel M. Miller
Reed Smith LLP
Pittsburgh, Pennsylvania

M. Read Moore
McDermott Will & Emery LLP
Chicago, Illinois

Michael D. Mulligan
Lewis, Rice & Fingersh, L.C.
St. Louis, Missouri

William T. Norris
JP Morgan Private Bank
Chicago, Illinois

Jeffrey N. Pennell
Emory University School of Law
Atlanta, Georgia

John W. Porter
Baker Botts LLP
Houston, Texas

John R. Price
Perkins Coie LLP
Seattle, Washington

Charles A. (“Clary”) Redd
Sonnenschein Nath & Rosenthal LLP
St. Louis, Missouri

Bruce S. Ross
Luce, Forward, Hamilton & Scripps LLP
Los Angeles, California

Gideon Rothschild
Moses & Singer LLP
New York, New York

Robert N. Sacks
Sacks, Glazier, Franklin & Lodise LLP
Los Angeles, California

Max Schanzenbach
Northwestern University School of Law
Chicago, Illinois

Roger L. Shumaker
McDonald Hopkins LLC
Cleveland, Ohio

Robert H. Sitkoff
Harvard Law School
Cambridge, Massachusetts

Thomas E. Spahn
McGuireWoods LLP
McLean, Virginia

Todd I. Steinberg
Greenberg Traurig LLP
McLean, Virginia

Bruce M. Stone
Goldman Felcoski & Stone P.A.
Coral Gables, Florida

Conrad Teitell
Cummings & Lockwood LLC
Stamford, Connecticut

Steven Thomas
Irell & Manella LLP
Los Angeles, California

Steven E. Trytten
Anglin, Flewelling, Rasmussen, Campbell & Trytten LLP
Pasadena, California

Lynn Wintriss
Atapco Financial Services, Inc.
Baltimore, Maryland

Glen A. Yale
Stumpf Craddock Massey Farrimond
San Antonio, Texas

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.
McLean, Virginia

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, P.A.
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 Richter & Hampton LLP Los Angeles, California

Max Gutierrez, Jr., Morgan, Lewis & Bockius LLP
San Francisco, California

Carol A. Harrington, McDermott Will & Emery LLP
Chicago, Illinois

Donald O. Jansen, The University of Texas System
Austin, Texas

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

Louis A. Mezzullo, Luce, Forward, Hamilton & Scripps LLP
Rancho Santa Fe, California

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, U.S. Trust - Bank of America
Private Wealth Management
New York, New York

Bruce S. Ross, Luce, Forward, Hamilton & Scripps LLP
Los Angeles, California

Pam H. Schneider, Gadsden Schneider & Woodward LLP
King of Prussia, Pennsylvania

Bruce M. Stone, Goldman Felcoski & Stone P.A.
Coral Gables, Florida

Howard M. Zaritsky
Rapidan, Virginia

Emeritus Members:

Alan D. Bonapart, Bancroft & McAlister LLP
Greenbrae, California

Marcia Chadwick Holt, Davis, Graham & Stubbs LLP
Denver, Colorado

Dave L. Cornfeld, Husch & Eppenberger, LLC
St. Louis, Missouri

Fred J. Dopheide, Newtown Square, Pennsylvania

John R. Price, Perkins Coie LLP
Seattle, Washington


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

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.

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 [here], or write to Matthew Bender & Co., Inc., Attn: Order Fulfillment Dept.,1275 Broadway, Albany, NY 12204.
In granting permission to reproduce this announcement, Joe Hodges made clear to me his role regarding the Institute:
That sounds fine to me as long as the ABA RPPT Section gets the credit.

I just work for them, for free. -- Joe

After the Heckerling Institute concluded, the periodic reports summarizing the sessions -- all twenty-one, plus Joe's introduction & overviews -- were posted by the ABA's Real Property, Trust & Estate Law Section here, for viewing/downloading separately or collectively (PDF). I highly recommend a reading.

Paul T. Fabiano, Esq., of Cornerstone Advisors in Allentown, PA, attended the annual Heckerling Institute, held January 14-18, 2008, in Orlando, Florida. Afterwards, Paul volunteered to write his separate, individual impressions of highlights he noted at the Institute for posting on this Blog in multiple parts: