44^th ANNUAL HECKERLING INSTITUTE ON ESTATE PLANNING

Monday, January 25, 2010

___ CDs 1,2,3:      PRE-CONFERENCE FUNDAMENTALS PROGRAM / FOCUS SERIES - Choosing the Right Entity and the Right Agreements – Mezzullo

___ CDs 4,5,6:      Recent Developments - 2009 – Belcher, Harrington, Pennell

Tuesday, January 26, 2010

___CD   7:             Thanks, But No Thanks – Disclaiming Assets, Interests, and Powers - Burns

___CD   8:             How to Do Your Roth IRA Conversion in 2010 - Hoyt

___CD   9:               The Good, the Bad, and Avoiding the Ugly: Mending Wayward Wealth Transfer Strategies - Bergner      

___CD  10:            Escaping from the World of FLPs: Can You Get Out Without Paying a Boatload of Taxes - Robinson

___CDs 11,12:       Charting New Paths for Estate Planners Through the Changing Landscape of Tax Laws and Regulations - Akers, Aucutt, McCaffrey

___CD  13:            Planning for Life After Death:  Laws of Succession vs. The New Biology - Rubenstein

___CD  14:            FOCUS SERIES How to Succeed Ethically in Succession Planning - Ottaway

Wednesday, January 27, 2010

___CD  15:            FOCUS SERIES Putting the Horse Before the Cart:  Non-Tax Issues in Business Succession Planning – Fox

___CD  16:            FOCUS SERIES ESOPs – The Most Tax Efficient Ownership Transition Strategy - Goldberg

___CDs 17,18:       Question and Answer Panel - Belcher, Harrington, Pennell

___CDs 19,20,21:  FUNDAMENTALS PROGRAM - Keeping it all in the Family: Asset Protection Planning - Rothschild

Special Sessions I

___ CDs  22,23:     I-A - FOCUS SERIES Integrating the Estate Plan with Business Succession Planning - Mezzullo, Burns

___ CDs  24,25:      I-B – Family Limited Partnership Valuation and Audit Issues: Where Are We Now And What Do We Do? – Porter, Hatcher,

                                Schwemer

___ CDs  26,27:      I-C – For Better or Worse: What’s Right About a Pre-Nuptial Agreement? – Gutierrez, Heller, Cohen, McCaffrey

___ CDs  28,29:      I-D – Where No Ethics Have Gone Before - Doing Right in a Changing World – Rogers, Ottaway

___ CDs  30,31:      I-E – Using Taxes to Settle Trust and Estate Litigation – Rubenstein, Rubin

___ CDs  32,33:    I-F – FINANCIAL ASSETS SERIES Planning is No Picnic When the Forecast is Unclear – Barwick, Leahey, Markstein, Rogers

                                                                                                                Special Sessions II

___ CDs  34,35:     II-A - FOCUS SERIES What Estate Planners Need to Know About Operating a Closely-Held Business – Robinson, Chomakos, Gorin                                                           

___ CDs  36,37:     II-B – (Repeat of I-B) Family Limited Partnership Valuation and Audit Issues: Where Are We Now And What Do We Do? – Porter,

                                Hatcher, Schwemer

___ CDs  38,39:     II-C – Current Issues in Charitable Planning – McCoy, Hoyt

___ CDs  40,41:     II-D – Counseling King Lear and other Lessons from an Elder Law Practice - Chalgian

___ CDs  42,43:     II-E – Bomb Proofing the Estate Plan: Version 2.0 – Ross, Stone

___ CDs  44,45:     II-F – FINANCIAL ASSETS SERIES Life Insurance and the Economic Downturn – Applying Universal Truths to Variable

                                Circumstances, the Whole (Life) Story – Brody, Mancini, Ratner, Zipse

Thursday, January 28, 2010

___ CD   46:          Frozen Brain: Estate Planning Strategies for QTIP Trust Assets - Moore

___ CD   47:            Still Crummey After all these Years - Jansen

___ CD   48:          Looking for Law in all the Right (and Wrong) Places: Forum Shopping Opportunities, Unintended Consequences, and the

                                Duties of the Estate Planner - Schoenblum

___ CD   49:          FATF & the Lawyer Guidance - Osborne

___ CDs 50,51,52:  FUNDAMENTALS PROGRAM Your Life Preserver! The Retirement Benefits Drafting Immersion Workshop - Choate

Special Sessions III

___ CDs  53,54:     III-A – FOCUS SERIES Planning for the Closely-Held Business – Exit Strategies During Life - Fox, Abendroth, Goldberg

___ CDs  55,56:     III-B – Qualified Disclaimers – What Part of “No” Don’t you Understand? – Burns, Handler, Siegler

___ CDs  57,58:     III-C – Current International Developments – Osborne, Brownbill, Harrison

___ CDs  59,60:     III-D – Estate Planning for QTIP Trust Assets – Moore, Miyasaki

___ CDs  61,62:     III-E – FINANCIAL ASSETS SERIES Enhance GRATs, Grantor Trust Sales, and Family Loans with Financial Engineering - Parthemer

Special Sessions IV

___ CDs  63,64:      IV-A – FOCUS SERIES Exit Strategies at Death for the Private Business Owner and How to Avoid the Forced Sale of a Private

                                Business - Belcher, Berry, Mancini

___ CDs  65,66:      IV-B – Unwinding Bad Transactions – Bergner, Hatcher, Robinson

___ CDs  67,68:      IV-C – Forum Shopping in Depth - Schoenblum

___ CDs  69,70:      IV-D – Anatomy of a Crummey Power - Jansen

___ CDs  71,72:      IV-E – What’s a Planner to Do When Clients Bring Dysfunctional Families? – Yale, Simon

Friday, January 29, 2010

___ CD   73:            Fiduciaries and Their Lawyers: Tempting Targets in Troubled Times - Roth

___ CD   74:            Financed Net Gifts: No-Hassle Asset Transfers - Handler

___ CD   75:            Applying What We’ve Learned: From A(bendroth) to Z(ipse) in 70 Minutes or Less – Rothschild

___ CD   76:            Wednesday Repeal Panel – Stone, Belcher, McCaffrey

___ CD   77:            Thursday Repeal Panel - Stone, Akers, Harrington

AUDIO PRICES:            1 CD Program (2-3 #’s)   -------------------------------------------------------------------------------$   10.00 - $15.00  

BUY 7 CDs & GET THE 8^th CD Free ------------------------------------------------------------------ $   70.00

                                       BUY 13 CDs & GET THE 14^th, 15^th & 16^th CD Free, Packaged in a Custom Binder---------- $ 130.00

                                       FULL SET of 77 CDs, Packaged in 3 Custom Binders ($230.00 Savings) --------------------- $ 540.00

  **BEST VALUE**         FULL SET - Entire Conference in mp3 format on CD, Packaged in a Custom Binder ------ $ 400.00    ** BEST VALUE**

SHIPPING & HANDLING: PLEASE ADD $2.00 ($5.00 Int’l) for 1^st CD & $1.00 FOR EACH ADD’L CD TO A MAX. OF $30.00

FLORIDA RESIDENTS PLEASE ADD 7% SALES TAX

Credit Card #____________________________________________________________       Name on Card __________________________________________________

Exp. Date _____________________ security  code_________________                             Signature________________________________________________________

o    Check (MUST be drawn on US bank and payable to CCD)     o    Visa       o  MasterCard        o   American Express      o     Discover

Please attach business card or fill in the information below.

Name (Please Print) ______________________________________________      Firm Name  _________________________________________________________

Address __________________________________________Suite#________       City/State/Zip ________________________________________________________

Telephone # ____________________________________________________       Email _______________________________________________________________

CONVENTION CD’s INC.

1698 N.E. 183^rd Street ∙ Miami, FL  33179 ∙ Telephone: (305) 947-6270 ∙ Fax: (305) 947-6199

CD/mp3 support desk: (877) 92-CDMP3 ∙ (922-3673) info@conventioncds.com

Order desk: (800) 747-6334  www.conventioncds.com