49TH ANNUAL HECKERLING INSTITUTE ON ESTATE PLANNING Digital Recordings
January 12 - 16, 2015 – Orlando World Center Marriott, Orlando, FL
___ CDs 1, 2, 3: FUNDAMENTALS PROGRAM - Basis – Banal? Basic? Benign? Bewildering? - Howard M. Zaritsky, Lester B. Law
___ CDs 4, 5, 6: Recent Developments 2014 - Dennis I. Belcher, Samuel A. Donaldson, Carlyn S. McCaffrey
___CD 7: Trust Design: The Most Important Part of the Estate Plan - David A. Handler
___CD 8: Portability or No: Death of the Credit Shelter Trust? - Diana S.C. Zeydel
___CD 9: Planning for the 0.2% as if They Were Part of the 99.8%: Some of the Best Planning Strategies
We See that Reduce Both Income Taxes and Estate Taxes - S. Stacy Eastland
___CD 10: The 30,000 Foot View from the Trenches: A Potpouri of Issues on the IRS’s Radar Screen – John W. Porter
___CD 11: SCINs and Private Annuities: Disappearing Value or Disappearing Strategies? - Steve R. Akers
___CD 12: Oh, What a Relief It Is: Curing Estate Plans that No Longer Make Sense in Light of the American Taxpayer
Relief Act of 2012 - John F. Bergner
___CD 13: Cain v Abel: How to Prevent Sibling and Cousin Rivalry When a Family Owns a Business - Louis A. Mezzullo
___CD 14: Coping with Death and Incapacity: How the Uniform Fiduciary Access to Digital Assets Act will Help - Suzanne B. Walsh
___CD 15: The Devil Is in the Details: Important Tax Administration and Procedural Rules for Estate Planners - M. Read Moore
___CD 16: Lloyd Leva Plaine Distinguished Lecture Series Crafting a 21st Century Estate and Gift Tax
David Cay Johnston, Ronald D. Aucutt
___CDs 17, 18: Question and Answer Panel - Dennis I. Belcher, Samuel A. Donaldson, Carlyn S. McCaffrey
___CDs 19,20,21: FUNDAMENTALS PROGRAM You’ve Ignored Me Long Enough – The Fundamentals of the
Income Taxation of Estates and Trusts - Robert S. Keebler, Jeremiah W. Doyle, IV
___ CDs 22, 23: I-A – Projecting the Financial Consequences of Planning or Not Planning with Portability -Diana S.C. Zeydel, Erick S. Hendrickson
___ CDs 24, 25: I-B – Planning with SCINs and Private Annuities – Seizing Opportunities While Navigating Complications
Steve R. Akers, N. Todd Angkatavanich, Melissa J. Willms
___ CDs 26, 27: I-C Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases
Dana G. Fitzsimons, Jr., Gerard G. Brew
___ CDs 28, 29: I-D Asset Protection Trusts Under Attack - Views from the Bench and Bar
Gideon Rothschild, Judge Margaret A. Mahoney, Duncan E. Osborne
___ CDs 30, 31: I-E – What You Never Knew You Never Knew: More Tax Administration and Procedural Rules for Estate Planners
M. Read Moore, Nancy G. Henderson
___ CDs 32, 33: I-F – The Philanthropic Imperative - Edward J. Beckwith, David E. Ratcliffe, David Pratt
___ CDs 34, 35: II-A - Planning Strategies That Reduce Both Income Taxes and Estate Taxes - S. Stacy Eastland,
Steven B. Gorin, Ellen K. Harrison
___ CDs 36, 37: II-B – A Panel Discussion: The Most Important Elements, Clauses and Ideas for Trust Design
David A. Handler, David J. Herzig, Benetta Park Jenson
___ CDs 38, 39: II-C – Keeping It in the Family - Louis A. Mezzullo, Christine Quigley
___ CDs 40, 41: II-D – Life Insurance as an Asset Class - Lawrence Brody, Mary Ann Mancini, Charles L. Ratner
___ CDs 42, 43: II-E – Covering Your Assets (Digitally and Ethically Speaking) and Managing Cyber Risks: Are You, Your Firm,
and Your Clients Cyber-Secure? - John T. Rogers, Jr., Scott Brown, Suzanne B. Walsh
___ CDs 44, 45: II-F Restricted Charitable Gifts: Drafting Agreements that Stand the Test of Time
Alan F. Rothschild, Jr., Susan N. Gary, Michele A.W. McKinnon
___ CD 46: Powers of Appointment in the Current Planning Environment - Turney P. Berry
___ CD 47: Something Alien? Split Interest Trusts Created by Entities: Sometimes a Good Notion - Jonathan G. Blattmachr
___ CD 48: In Protectors We Trust: The Nature and Effective Use of Trust Protectors - Kathleen R. Sherby
___ CD 49: Ethical Considerations in Acting as an Executor or Trustee: Do You Really Want to Do This? - Charles D. “Skip” Fox, IV
___ CDs 50,51,52: FUNDAMENTALS PROGRAM The 201 Best & Worst Planning Ideas for Your Client's Retirement Benefits - Natalie B. Choate
___ CDs 53, 54: III-A - Curing Obsolete Estate Plans in Light of ATRA 2012 - John F. Bergner, Carol A. Cantrell, Barbara A. Sloan
___ CDs 55, 56: III-B – A Closer Look at Powers of Appointment in the Current Planning Environment
Turney P. Berry, Sarah S. Butters, Thomas P. Gallanis
___ CDs 57, 58: III-C Trust Protectors for Trusts for Individuals with Special Needs: Not an Option Anymore – But Not Just Boilerplate
Lawrence A. Frolik, Bernard A. Krooks, Kathleen R. Sherby
___ CDs 59, 60: III-D – International Developments Everyone Should Know About - Henry Christensen III, Ziva Robertson, Jean-Marc Tirard
___ CDs 61,62: III-E – Will to Litigate - Steven K. Mignogna, Robert W. Goldman, Charles A. “Clary” Redd
___ CDs 63, 64: III-F – Family Governance: Mumbo Jumbo or Credo? - Joshua S. Rubenstein, Thomas C. Rogerson
___ CDs 65, 66: IV-A- Split-Interest Trusts Created by Entities: When and Why It Will Make Sense...and More! - Jonathan G. Blattmachr
___ CDs 67, 68: IV-B – Case Studies in the Ethical Considerations in Acting as an Executor or Trustee
Charles D. “Skip” Fox, IV, Amy K. Kanyuk, Mary F. Radford
___ CDs 69, 70: IV-C - Advising the Fiduciaries of Trusts and Estates Holding Business Interests-- Balancing Tax Objectives
with State Law Duties - Edward F. Koren, Richard L. Dees, Karen Sandler Steinert, Robert J. Turnipseed
___ CDs 71, 72: IV-D – What’s Hot in Florida? Recent Developments in Florida Law - Elaine M. Bucher, William T. Hennessey, Shane Kelley
___ CDs 73, 74: IV-E Grandma, Here’s Your Deposition Subpoena: Contested Guardianship Issues - Robert N. Sacks, Peter J. Forman, Crystal M. Patterson
___ CD 75: The New Normal: Planning for the “Modern Family” - Lauren J. Wolven
___ CD 76: Planning for Life After Death: Laws of Succession vs. The New Biology - Joshua S. Rubenstein
___ CDs 77: Our Return to What Really Matters in Estate Planning“. . . and the end of our exploring will be to arrive
where we started and know the place for the first time.” - Christopher P. Cline
