Convention CDs, Inc

52nd ANNUAL HECKERLING INSTITUTE ON ESTATE PLANNING - DIGITAL RECORDINGS January 22 – 26, 2018 – Marriott Orlando World Center, Orlando, FL

 

MONDAY, JANUARY 22, 2018

___ CDs 1,2,3        FUNDAMENTALS PROGRAM - Starting Off On the Right Foot While Avoiding Foot Faults – Issues at the

                                     Formation of the Closely-Held Business - Stephanie Loomis-Price, Samuel A. Donaldson, Ivan Taback (3 CD’s)

___ CDs 4,5,6        Recent Developments 2017 - Carol A. Harrington, Steve R. Akers, Jeffrey N. Pennell (3 CD’s)

 

TUESDAY, JANUARY 23, 2018

___CD   7               Putting It On & Taking It Off: Managing Tax Basis Today for Tomorrow - Paul S. Lee

___CD   8               Business Succession: Abdicate? Affiliate? Alienate? Bifurcate? Syndicate? Liquidate? Vacillate? Don’t Wait. Cogitate and

                                    Participate. - Thomas W. Abendroth

___CD   9               Care and Feeding of a Dynasty Trust: High Protein or Low Fat? - Diana S.C. Zeydel

___CD 10               Lloyd Leva Plaine Distinguished Lecture Series: Money in Politics: A Hydraulic or a Legal Issue? - Trevor Potter

___CD 11               Estate Planning in Anticipation of a Contest or a Difficult Beneficiary - S. Andrew Pharies

___CD 12               Buy-Sell Agreements: A Critical Part of Any Business Formation - Louis A. Mezzullo

___CD 13               Beyond the Private Foundation - Martin Hall

___CD 14               The 1846 Last Will of John Sutton – What’s Not So New in Will Drafting and Contests - Terrence M. Franklin

 

WEDNESDAY, JANUARY 24, 2018

___CD 15               Will You Still Need Me, Will You Still Feed Me, When I’m Sixty-Four? - Bernard A. Krooks

___CD 16               Theory Meets Reality: A Practical Look at the U.S. Income Taxation of U.S. Grantors and Beneficiaries of Foreign Trusts -
                                     M. Read Moore

___CDs 17, 18       Question and Answer Panel - Carol A. Harrington, Steve R. Akers, Jeffrey N. Pennell

___CDs 19-21        FUNDAMENTALS PROGRAM - Selected Subchapter J Subjects: From the Plumbing to the Planning, Preventing Pitfalls with

                                     Potential Payoffs - Alan S. Halperin, Amy E. Heller (3 CD’s)

 

SPECIAL SESSIONS I

___ CDs  22,23      I-A: Building Basis, Beyond the Basics: Effective and Efficient Basis Building Strategies for Your Client - Paul S. Lee,
       Turney P. Berry, Ellen K. Harrison

___ CDs  24,25      I-B: Special Issues in Drafting (and Administering) Buy-Sell Agreements - Louis A. Mezzullo, Nancy G. Henderson

___ CDs  26,27       I-C: Two Systems Separated by a Common Language: U.S. Tax Law Meets Non-U.S. Trust Law - M. Read Moore, Alec R. Anderson

___ CDs  28,29      I-D: Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases (at least it seems to me) -
       Dana G. Fitzsimons, Jr

___ CDs 30,31       I-E: Beyond the Special Needs Trust: Essential New Developments in Special Needs Planning – Katherine N. Barr,

                                     Kristen M. Lewis, James M. McCarten

___ CDs 32,33       I-F: Structuring Philanthropy: What Works When - Martin Hall, Erik Dryburgh, Michele A.W. McKinnon

 

                        SPECIAL SESSIONS II

___ CDs 34,35       II-A: Show Me the Money! Settlors, Beneficiaries and the Dynasty Trust - Diana S.C. Zeydel, Todd A. Flubacher, Barry F. Spivey

___ CDs 36,37       II-B: Family LPs and LLCs: The Unwind - Thomas W. Abendroth, Robert R. Pluth, Jr.

___ CDs 38,39       II-C: Technology and Estate Planning: The Rise of the Machines - Bruce M. Stone, Eliam Medina, Suzanne Brown Walsh

___ CDs 40,41       II-D: Problems, Problems, Problems. Your Older Clients Have Them, but Elder Law Can Help Solve Them - Bernard A. Krooks,
        Robert B. Fleming, Lawrence A. Frolik

___ CDs 42,43       II-E: Case Studies in Preventing Post-Death Administrative Nightmares - S. Andrew Pharies, David A. Baker, Jo Ann Engelhardt

___ CDs 44,45       II-F: Dying for Fame in the Age of Celebrity: From Neverland Ranch to Paisley Park – Linda J. Wank, Edward H. Rosenthal, 

                                     David Sleeman

 

THURSDAY, JANUARY 25, 2018

___ CD   46            Stranger in a Strange Land:  Dealing with Foreign and Domestic Community Property Issues in Your State - Joshua S. Rubenstein

___ CD   47            Trust Administration Take a Village? The New Uniform Directed Trust Act Paves the Way for Creative and Thoughtful
                                     Divided Trusteeship – Robert H. Sitkoff

___ CD   48            What’s a Donor to Do?  Planned To Give in a Changing Tax Landscape - Michele A.W. McKinnon

___ CD   49            Dishing the Dirt on Planning for Real Estate Investors - Farhad Aghdami

___ CDs 50-52       FUNDAMENTALS PROGRAM - Demystifying International Tax Planning for Individuals – A Primer for the Domestic Estate Planner –

                                      N. Todd Angkatavanich, Scott A. Bowman, Carlyn S. McCaffrey, Edward Vergara (3 CD’s)

 

SPECIAL SESSIONS III

___ CDs 53,54       III-A: Trustees, Beneficiaries, Directors! The Uniform Directed Trust Act Can Conjure a Hollywood Ending from Even the Most

                                    Difficult Family Script - Robert H. Sitkoff, Turney P. Berry James M. Marion, Susan D. Snyder

___ CDs 55,56       III-B: Trust Asset Protection Through a Tri-Focal Lens - Daniel S. Rubin, Terrence M. Franklin, Michael M. Gordon

___ CDs 57,58       III-C: What the Heck(erling) Is Going on with Life Insurance Planning After Tax Reform? Planning When the Only Certainty Is

                                      Ambiguity - Lawrence Brody, Mary Ann Mancini, Charles L. Ratner, Michael D. Weinberg

___ CDs 59,60       III-D: Creative Use of Planned Giving Techniques in an Uncertain Tax Environment - Michele A.W. McKinnon

___ CDs 61,62       III-E: Ethical Issues in Advising Clients on Planning for, Creating, Operating, Transferring Control and Ownership of, and the

                                      Dissolution of Closely-Held Businesses - Charles D. “Skip” Fox, IV, J. Lee E. Osborne, Mary F. Radford

___ CDs 63,64       III-F: Employment and Immigration Law 101 – Linda M. Doyle, Elizabeth A. Quinn

 

SPECIAL SESSIONS IV

___ CDs 65,66       IV-A: The Magic Age Is 70½ - Natalie B. Choate

___ CDs 67,68       IV-B: All Present and Accounted For:  Proactively Preparing Fiduciary Accountings to Facilitate Pre- and Post-Mortem Planning

                                      and Mitigate Risk - Joshua S. Rubenstein, Scott T. Ditman

___ CDs 69,70       IV-C: Getting Your Hands Dirty with Real Estate Investors - Farhad Aghdami, Sarah Moore Johnson

___ CDs 71,72       IV-D: How Much and When? A Panel Discussion on the Legal and Practical Considerations of the Exercise of Discretion -
                                      Amy K. Kanyuk, William T. Hennessey, R. Hugh Magill

___ CDs 73,74       IV-E: Ethics and Negotiations - Steven K. Mignogna, Jo Ann Engelhardt, Terrence M. Franklin, Richard W. Nenno,

                                      Robert D. Steele, Matthew H. Triggs

___ CDs 75,76       IV-F: Why Your Partnership and LLC Agreements Need a Tune-Up in 2018: The                            

 New Partnership and Audit Rules – Richard B. Robinson

 

FRIDAY, JANUARY 26, 2018

___ CD 77              Doth Thou Roth? - Natalie B. Choate

___ CD 78              Trustee Discretion: The Better Part of Valor or Vulnerability? - Amy K. Kanyuk

___ CDs 79            The Best, the Most Intriguing, and the Scariest Ideas Culled from the 2018 Institute and