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