CONTINUING EDUCATION PROOF OF ATTENDANCE FORM 44TH ANNUAL HECKERLING INSTITUTE ON ESTATE PLANNING Many accrediting agencies have imposed mandatory cut-off dates for reporting credits. Attendees who return forms after February 12, 2010 may be subject to additional fees or may be denied credits by the accrediting agency. All registrants must complete this form as proof of attendance. All credit, including ethics credit, will be awarded based on sessions actually attended. LIST ALL JURISDICTIONS AND PROFESSIONS IN WHICH YOU WISH TO RECEIVE CREDIT AND INCLUDE YOUR LICENSE OR IDENTIFICATION NUMBER. PLEASE NOTE THAT IT IS YOUR RESPONSIBILITY TO ASCERTAIN THE CONTINUING EDUCATION GUIDELINES OF YOUR JURISDICTION AND PROFESSION. Return this form to the Registration Desk upon completion of the Institute, or mail it to the University of Miami School of Law, Heckerling Institute, 1311 Miller Drive, Room C-423, Coral Gables, FL 33146 by February 12, 2010. You may also send the form by fax to 305-284-6752. Attendees who return forms after this date may be subject to additional fees or risk denial of credits by the accrediting agency. Name ______________________________________________________________ PLEASE TYPE OR Telephone __________________________________________________________ PRINT CLEARLY!! Firm _______________________________________________________________ Firm Address _______________________________________________________ City, State, Zip ______________________________________________________ CREDIT APPLYING FOR: CPA Attorney CPA # __________________________State _________ Bar # ___________________________State _________ CPA # __________________________State _________ Bar # ___________________________State _________ Bar # ___________________________State _________ CFP Bar # ___________________________State _________ Last 4 digits of Social Security # _________________ License # _____________________________________ Insurance (CLU, ChFC, etc.) Other (ICB, PACE, IRS, etc.) Social Security # ____________________________ ______________________________________________ License # _______________________State _________ ______________________________________________ License # _______________________State _________ ______________________________________________ License # _______________________State _________ ______________________________________________ PLEASE INDICATE SESSIONS ATTENDED: Monday Morning, January 25, 2010 Fundamentals Program – Getting Off to the Right Start: Choosing the Right Entity and the Right Agreements (Mezzullo) Monday Afternoon, January 25, 2010 Recent Developments - 2009 – Part I (Belcher, Harrington, Pennell) Recent Developments - 2009 – Part II (Belcher, Harrington, Pennell) Tuesday Morning, January 26, 2010 Thanks, But No Thanks – Disclaiming Assets, Interests, and Powers (Burns) How to Do Your Roth IRA Conversion in 2010 (Hoyt) The Good, the Bad, and Avoiding the Ugly: Mending Wayward Wealth Transfer Strategies (Bergner) Escaping from the World of FLPs: Can You Get Out Without Paying a Boatload of Taxes? (Robinson) Tuesday Afternoon, January 26, 2010 Charting New Paths for Estate Planners Through the Changing Landscape of Tax Laws and Regulations (Akers, Aucutt, McCaffrey) Planning for Life After Death: Laws of Succession vs. The New Biology (Rubenstein) How To Succeed (Ethically) in Business Succession Planning (Ottaway) *Ethics Wednesday Morning, January 27, 2010 7:55 - 8:45 a.m. Repeal Panel Presentation (Stone, Belcher, McCaffrey) CE credit Not Available for this Session Putting the Horse Before the Cart: Non-Tax Issues in Business Succession Planning (Fox) ESOPs – The Most Tax Efficient Ownership Transition Strategy (Goldberg) Question and Answer Panel (Belcher, Harrington, Pennell) Wednesday Afternoon, January 27, 2010 (concurrent sessions) Fundamentals Program Keeping it all in the Family (Rothschild) OR I-A – Integrating the Estate Plan with Business Succession Planning (Mezzullo, Burns) I-B – Family Limited Partnership Valuation and Audit Issues; Where Are We Now -- And What Do We Do? (Porter, Hatcher, Schwemer) I-C – For Better or Worse: What’s Right About a Pre-Nuptial Agreement? (Gutierrez, Cohen, McCaffrey) I-D – Where No Ethics Have Gone Before - Doing Right in a Changing World (Rogers, Ottaway) *Ethics I-E – Using Taxes to Settle Trust and Estate Litigation (Rubenstein, Rubin) I-F – Planning is No Picnic When the Forecast is Unclear (Barwick, Leahey, Markstein, Rogers) II-A – What Estate Planners Need to Know About Operating a Closely-Held Business (Robinson, Chomakos, Gorin) II-B – Family Limited Partnership Valuation and Audit Issues; Where Are We Now -- And What Do We Do? (Porter, Hatcher, Schwemer) Repeat of Session I-B II-C – Current Issues in Charitable Planning (McCoy, Hoyt) II-D – Counseling King Lear and other Lessons from an Elder Law Practice (Chalgian) II-E – Bomb Proofing the Estate Plan: Version 2.0 (Ross, Stone) II-F – Life Insurance and the Economic Downturn - Applying Universal Truths to Variable Circumstances, the Whole (Life) Story (Brody, Ratner, Mancini, Zipse) Thursday Morning, January 28, 2010 7:45 – 8:45 a.m. Unauthorized Entities Session for Florida Insurance Professionals (Donato) Attendance is required to receive continuing education credit in Florida. No credit will be awarded for other jurisdictions. 7:55 - 8:55 a.m. Repeal Panel Presentation (Stone, Akers, Harrington) CE credit Not Available for this Session Frozen Brain: Estate Planning Strategies for QTIP Trust Assets (Moore) Still Crummey After All These Years (Jansen) Looking for Law in all the Right (and Wrong) Places: Forum Shopping Opportunities, Unintended Consequences, and the Duties of the Estate Planner (Schoenblum) FATF & the Lawyer Guidance (Osborne) Thursday Afternoon, January 28, 2010 (concurrent sessions) Fundamentals Program: Your Life Preserver! The Retirement Benefits Drafting Immersion Workshop (Choate) OR III-A – Planning for the Closely-Held Business – Exit Strategies During Life (Fox, Abendroth, Goldberg) III-B – Qualified Disclaimers – What Part of “No” Don’t you Understand? (Burns, Handler, Siegler) III-C – Current International Developments (Osborne, Brownbill, Harrison) III-D – Estate Planning for QTIP Trust Assets (Moore, Miyasaki) III-E – Enhance GRATs, Grantor Trust Sales, and Family Loans with Financial Engineering (Parthemer) IV-A – Exit Strategies at Death for the Private Business Owner and How to Avoid the Forced Sale of a Private Business (Belcher, Berry, Mancini) IV-B – Unwinding Bad Transactions (Bergner, Hatcher, Robinson) IV-C – Forum Shopping in Depth (Schoenblum) IV-D –Anatomy of a Crummey Power (Jansen) IV-E – What’s A Planner to Do When Clients Bring Dysfunctional Families? (Yale, Simon) Friday Morning, January 29, 2010 Fiduciaries and Their Lawyers Tempting Targets in Troubled Times (Roth) Financed Net Gifts: No-Hassle Asset Transfers (Handler) Applying What We’ve Learned: A(bendroth) to Z(ipse) in 70 Minutes or Less (Rothschild) SIGNATURE____________________________________________________________________DATE___________________ I certify that I personally attended the sessions marked on this Proof of Attendance form. *Ethics credits may be available for these sessions.