45th ANNUAL HECKERLING INSTITUTE ON ESTATE PLANNING
Monday, January 10, 2011
___ CDs 1,2,3: PRE-CONFERENCE FUNDAMENTALS PROGRAM / FOCUS SERIES - Chapter 14 From Soup to Nuts (Keeping Out of the
Former Without Going the Latter) - Mezzullo, Zaritsky
___ CDs 4,5,6: Recent Developments - 2010 – Belcher, Donaldson, Kaufman
Tuesday, January 11, 2011
___CD 7: The Lloyd Leva Plaine Distinguished Lecture: The Politics and Policy of the Estate Tax Past, Present and Future - Graetz
___CD 8: FOCUS SERIES QPRTs: Don't Give Home Without One! - Choate
___CD 9: FOCUS SERIES Sales to Grantor Trusts: A Perfect Solution to Business Succession Planning – Mezzullo
___CD 10: Endowments Under Siege: Protecting Clients From Malfeasance, Taxation, and Devastation - Miree
___CDs 11,12: Round and Round We Go…Will This Uncertainty Ever End? Planning in Light of Legislative and Regulatory Developments –
Akers, Aucutt, Harrison
___CD 13: FOCUS SERIES Formulas to Protect Against Transfer Tax Risk - McCaffrey
___CD 14: A View From the Sidelines Lessons in Avoiding Estate Planning Malpractice Litigation - Zaritsky
Wednesday, January 12, 2011
___CD 79: 2010 Tax Act - Stone, Harrington & Hatchert
___CD 15: The Power of Post-Mortem Planning - Cantrell
___CD 16: Fixing Broken Trusts: Has the Uniform Trust Code Made This Harder? - Acker
___CDs 17,18: Question and Answer Panel - Belcher, Donaldson, Kaufman
___CDs 19,20,21: FUNDAMENTALS PROGRAM Income Taxation of Trusts and Estates - Snyder, Christin
Special Sessions I
___ CDs 22,23: I-A - FOCUS SERIES ANTI-Trust Planning: Competition for Trusts - Bart, Pratt, Wolven
___ CDs 24,25: I-B – A Formula for Success? Drafting, Implementing and Defending Formula Clauses - Porter, McCaffrey
___ CDs 26,27: I-C – Drafting Flexibility into Irrevocable Trusts - Acker
___ CDs 28,29: I-D – Drafting and Brainstorming: Avoiding the Most Likely Endowment Disasters - Miree, McCoy
___ CDs 30,31: I-E – How Engaging Can We Be While Playing by the Ethical Rules? - Gadsen, Kendall, Ottoway, White
___ CDs 32,33: I-F – FINANCIAL ASSETS SERIES Beyond the Valuation Discount: Investment FLP Structure, Design, Issues and Problems - Lee
Special Sessions II
___ CDs 34,35: II-A - FOCUS SERIES GRAT Planning 401: Advanced Strategies and Creative Uses for GRATs - Schneider, Eastland, McCaffrey
___ CDs 36,37: II-B – Heading Off Trouble at the Pass: Modern Challenges in the Post-Mortem World - Cantrell, Akers, Sloan
___ CDs 38,39: II-C – What Next? What More Can The United States and European Union Do to Regulate Offshore Jurisdictions? – Christensen,
O'Brien, Tirard
___ CDs 40,41: II-D – Estate Planning 2.0: Digital Property and Tech-Savvy Clients—Time to Reboot Your Practice - Lamm, Prangley
___ CDs 42,43: II-E – LITIGATION SERIES Seven Deadly Claims - Mignogna, Franklin, Goldman
___ CDs 44,45: II-F – FINANCIAL ASSETS SERIES Straight Scoop: What We Wish We Knew When We Were Practitioners - Manigault, Kwon, Lee
Thursday, January 13, 2011
___ CD 46: Grandma Got Run Over by the GST Tax - Kwon
___ CD 47: The Use and Abuse of Incentive Trusts: Improvements and Alternatives - Gallo
___ CD 48: The Whether, Why, Whom, What, and When of the Trustee's Duty to Notify Beneficiaries - Berry
___ CD 49: Life Insurance and Charities – The Basics, Advanced, and Over the Edge(?) - Jansen
___ CDs 50,51,52: FUNDAMENTALS PROGRAM Crafting Special Needs Trusts: From Aperitif to Digestif - Pennell, Johns
Special Sessions III
___ CDs 53,54: III-A – FOCUS SERIES Sales to Grantor Trusts and Other Techniques - Mezzullo, Handler
___ CDs 55,56: III-B – LITIGATION SERIES Valuation of Closely-Held Interests – Practical Issues - Porter, Schweihs
___ CDs 57,58: III-C – Life Insurance, Charities and Beyond - Jansen, Brody
___ CDs 59,60: III-D – GST Tax: Foresight, Fiascoes, and Fixes - Kwon, Harrington
___ CDs 61,62: III-E – Trustee's Duty to Notify Beneficiaries: Whom to Tell, What to Tell, When to Tell - Berry, Fitzsimons
___ CDs 63,64: III-F– FINANCIAL ASSETS SERIES Hidden Offshore Assets: What Should the Ethical Practitioner Do? - Press, Neiman, Rettig
Special Sessions IV
___ CDs 65,66: IV-A – FOCUS SERIES Connecting the Dots – Choosing the Right Estate Planning Technique and Trust
Structure to Accomplish Your Client’s Goals - Harrison, Belcher
___ CDs 67,68: IV-B – The Use and Abuse of Incentive Trusts - Gallo, Gallo, Grubman
___ CDs 69,70: IV-C – State Death Taxes in Uncertain Times - Harding, Fox
___ CDs 71,72: IV-D – LITIGATION SERIES The UN-Certainties of Death and Taxes: Preparing and Defending Estate Tax Returns with Closely-Held
Interests - Loomis-Price, Bergner
___ CDs 73,74: IV-E – IRA Minimum Distributions -- What Really Happens after the Client Dies - Guare
Friday, January 14, 2011
___ CD 75: Robbing Momma Blind – Emerging Legal and Ethical Issues in Elder Financial Abuse, Offensive and Defensive Guardianship
Litigation, Abuses of Powers of Attorney, and the Pre-Death Will Contest - Fitzsimons
___ CD 76: When Worlds Collide: Trusts and Estates vs. Mergers and Acquisitions - Manigault
___ CDs 77,78: Don't Get Behind the Change Curve: The Radically Different Future of Estate Planning Practices - Blattmachr
AUDIO PRICES: 1 CD -----------------------------------------------------$ 10.00
BUY 7 CDs & GET THE 8th CD Free ---------------------------------------------- $ 70.00
BUY 13 CDs & GET THE 14th, 15th & 16th CD Free, Packaged in a Custom Binder---------- $ 130.00
FULL SET of 78 CDs, Packaged in 3 Custom Binders ($280.00 Savings) --------------------- $ 500.00
FULL SET - Entire Conference in mp3 format on CD, Packaged in a Custom Binder ------ $ 500.00
SHIPPING & HANDLING: PLEASE ADD $2.00 ($5.00 Int’l) for 1st CD & $1.00 FOR EACH ADD’L CD TO A MAX. OF $30.00
FLORIDA RESIDENTS PLEASE ADD 7% SALES TAX
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