46th ANNUAL HECKERLING INSTITUTE ON ESTATE PLANNING
Monday, January 9, 2012
___ CDs 1,2,3: FUNDAMENTALS PROGRAM / FOCUS SERIES - What Your Mother Never Told You About Powers of Appointment:
A Most Flexible Estate and Financial Planning Tool - Blattmachr
___ CDs 4,5,6: Recent Developments - 2011 – Belcher, Harrington, Pennell
Tuesday, January 10, 2012
___CD 7: IRA Distributions and Rollovers - Integrating Estate Planning and Income Tax Planning - Hoyt
___CD 8: FOCUS SERIES Straightjacket Trusts: Requested, Needed or Imposed by Default? - Bergner
___CD 9: FOCUS SERIES Pressing The "Do Over" Button: Strategies for Modifying Wills and Trusts After Formation - Rubenstein
___CD 10: FOCUS SERIES They Say You Can't Take It With You - But How Do You Give It Away? Using the New $5 Million
Exclusion Amount – Burns
___CD 11: The Last Picture Show -- What You Should Do with Your Art – Lerner
___CD 12: FOCUS SERIES Portability: The New Estate Planning Wonder Drug? – Abendroth
___CD 13: There's No Place Like Home - Unless You Give It Away - Handler
___CD 14: Ethics - The ACTEC Commentaries in the 21st Century: Where Have We Been and Where Are We Going? - Ross
Wednesday, January 11, 2012
___CD 15: Use of Irrevocable Income - Only Trusts in Elder Law Planning: Yes, You Can Have Your Cake and Eat It Too – Krooks
___CD 16: Gift Tax Audits: A Tale of Two Initiatives - Kaufman
___CDs 17,18: Question and Answer Panel - Belcher, Harrington, Pennell
___CDs 19,20,21: FUNDAMENTALS PROGRAM - What Every Estate Planner Needs to Know About Tax-Exempt Organizations and Charitable
Gift Planning – Rothschild, Fox
Special Sessions I
___ CDs 22,23: I-A - FOCUS SERIES Planning for Clients with $5 Million or Less - Rothschild, Krooks, Nelson
___ CDs 24,25: I-B – Family Limited Partnerships: Not Just a Passing Phase? - Porter, Pratt
___ CDs 26,27: I-C – Planning and Administering the Artist's Estate and the Artist's Foundation - Lerner, Sare, Vincent
___ CDs 28,29: I-D – Twenty Tax Traps and Other Trustee Selection Considerations - Parthemer
___ CDs 30,31: I-E – LITIGATION SERIES Expert Witnesses in Trust and Estate Litigation - Matiasevich, Lieberman, Meister, Sitkoff
___ CDs 32,33: I-F – FINANCIAL ASSETS SERIES Using Annuities in Estate Planning: Opportunities and Pitfalls – Mancini, Olsen, Warshaw
Special Sessions II
___ CDs 34,35: II-A - FOCUS SERIES Planning for the "New Medium Sized" Estate of $5 to $15 Million – Abendroth, Hoyt, Rubenstein
___ CDs 36,37: II-B – Recent Developments for Fiduciaries - Berry, Fitzsimons
___ CDs 38,39: II-C – What's New for U.S. Clients with Non-U.S. Assets? - Moore, Barmes, Zagaris
___ CDs 40,41: II-D – New Technologies to Deliver Better Client Services - Hodges, Reach
___ CDs 44,45: II-F – Tax, Business, and Drafting Considerations of Buy-Sell Agreements - Roush, Aghdami
Thursday, January 12, 2012
___ CD 46: A Hop, Jump and Generation-Skip Away with GST Tax - Kwon
___ CD 47: In-Plan Roth Rollovers: A Good Idea? Or Just Another Revenue Raiser? - Holt
___ CD 48: Let My Trustees Go! Planning to Minimize or Avoid State Income Taxes on Trusts - Nenno
___ CD 49: You're What? With Whom? But Have You Thought About...? Marriage, Domestic Partnerships, Civil Union –
The Developing Legal Landscape - Goffe
___ CDs 50,51,52: FUNDAMENTALS PROGRAM Grantor Trusts: Take Nothing for Granted - Heller, Halperin
Special Sessions III
___ CDs 53,54: III-A – FOCUS SERIES Planning for the Large Estate of Over $15 Million - Burns, Bergner, Handler
___ CDs 55,56: III-B – (Repeat of Session I-B) Family Limited Partnerships: Not Just a Passing Phase? - Porter, Pratt
___ CDs 57,58: III-C – GST Tax: Pitfalls, Pratfalls and Practical Pointers – Kwon & Kaufman
___ CDs 59,60: III-D – Anyone Can Whistle - What You Should Know About the Newly Revised IRS Whistleblower Program - Basson, Applebaum,
Sullivan
___ CDs 61,62: III-E – LITIGATION SERIES Elder Financial Abuse: Protecting the Aging Client from the Den of Thieves - Ross, Fitzsimons, Thoreen
___ CDs 63,64: III-F – FINANCIAL ASSETS SERIES Traditional and Roth IRAs: Conversions, Creditors, Caveats and Community Property - Holt, Golden
Special Sessions IV
___ CDs 65,66: IV-A – FOCUS SERIES The Trust Protector - Trust(y) Watchdog or Expensive Exotic Pet? - Rothschild, Bove
___ CDs 67,68: IV-B – The State Income Taxation of Trusts from A (Alabama) to W (Wyoming) - Nenno, Albright, Gutierrez, Peebles, Twomey
___ CDs 69,70: IV-C – Charitable Gift Planning for Unmarried Couples - Goffe, Wolven
___ CDs 71,72: IV-D – (Repeat of Session II-D) New Technologies to Deliver Better Client Services - Hodges, Reach
___ CDs 73,74: IV-E – FINANCIAL ASSETS SERIES Monitoring Life Insurance Policies in ILITs – Guidelines for Trustees to Minimize Fiduciary
Liability - Slavutin
Friday, January 13, 2012
___ CD 75: Asset Protection & Estate Planning - Why Not Have Both? - Nelson
___ CD 76: Charitable Gifts: Annuities and Remainders in Personal Residences and Farms - Teitell
___ CDs 77,78: FOCUS SERIES - That's a Wrap! - Stone, Bucher, Goffe
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