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CONTINUING EDUCATION PROOF OF ATTENDANCE FORM 44TH ANNUAL

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CONTINUING EDUCATION PROOF OF ATTENDANCE FORM 44TH ANNUAL Powered By Docstoc
					           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.