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 theIn granting permission to reproduce this announcement, Joe Hodges made clear to me his role regarding the Institute:
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.
SCOPE OF THE INSTITUTE:
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]
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 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.
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.
THE INSTITUTE'S 2008 FACULTY:
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
Consultant
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
GENERAL INFORMATION ABOUT INSTITUTE:
Inquiries/Registration:Philip E. Heckerling Institute on Estate PlanningHeadquarters Hotel - Orlando World Center Marriott
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.edu8701 World Center DriveNOTICE:
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.
That sounds fine to me as long as the ABA RPPT Section gets the credit.Updates:
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:
