The increasing complexity of our income tax, wealth transfer tax

and property laws, combined with today’s changing economic

environment and the shifting demographics of our population,

have created a demand for attorneys with expertise in individual

and estate planning. The University of Miami School of Law offers

a unique full-time program leading to a Master of Laws (LL.M.) in

Estate Planning. The graduate program provides a combination

of tax and estate planning courses taught by many of the nation’s

leading experts, and allows the law graduate or attorney to rapidly

acquire a high level of technical expertise in this important and

expanding field.

Located in one of the world’s most exciting and international

metropolitan areas, with a renowned faculty, a rich and diverse

curriculum, a carefully selected student body and world class

facilities, the University of Miami School of Law’s HECKERLING GRADUATE PROGRAM IN ESTATE PLANNING is ideally situated to

meet the growing demand for skilled estate planning professionals.

LLM HECKERLING Graduate Program in ESTATE PLANNINGMIAMILAW

UNIVERSITY OF MIAMI SCHOOL OF LAW

HECKERLINGGRADUATE PROGRAM IN

ESTATEPLANNING

HECKERLINGGRADUATE PROGRAM IN

ESTATEPLANNING

PHILIP E. HECKERLING

The late Philip E. Heckerling was a member of the faculty of Miami Law, where

he taught from 1963 until his death in 1983. A professional to the core, Professor

Heckerling was an active member of the Florida Bar Association, the American

Bar Association, the American College of Probate Counsel, and the American

Law Institute. From his early years in trust work, he was a man with a passion for

improving the technical competence of estate planners. In pursuit of his goal, he

created the Heckerling Institute in 1967 as a place for experts to gather and refine

their skills. He nurtured it through the years of its phenomenal growth to its position

as the largest and most respected continuing education program for estate

planners. That passion led him to also establish the nation’s only graduate program

in estate planning, which is named in his honor and continues today at Miami Law.

The faculty of the Heckerling Graduate Program in Estate Planning is

unparalleled in graduate level legal education. The estate planning Bar

in South Florida is home to many of the nation’s leading estate planning

practitioners. The Graduate Program is able to include these local

experts on its adjunct faculty to teach the fall semester core courses.

The concentrated week-long modules in the spring semester provide

the opportunity to include not only local specialists, but also preeminent

estate planning experts from around the nation on the program’s

faculty.

Corporate Tax

Federal Wealth Transfer Tax

Income Tax for Estate Planners

Income Taxation of Trusts and Estates

Introduction to Estate Planning and Probate

Partnership Tax

VISIT www.law.miami.edu/estateplanning FOR DETAILED INFORMATION ON COURSES AND FACULTY

Tina Portuondo Director

Martin E. Basson Internal Revenue Service, Retired

Norman J. Benford Greenberg Traurig, P.A.

John F. Bergner Winstead PC

Harris L. Bonnette, Jr. Fisher, Tousey, Leas & Ball, P.A.

Lawrence Brody Bryan Cave LLP

Louis J. Chiavacci Merrill Lynch Private Client Group

Henry Christensen McDermott Will & Emery LLP

Lawrence A. Frolik University of Pittsburgh School of Law

Jerome M. Hesch Carlton Fields

Nick Jovanovich Berger Singerman

Edward Koren Holland & Knight LLP

Patrick Lannon Bilzin Sumberg Baena Price & Axelrod LLP

Carlyn S. McCaffrey McDermott Will & Emery LLP

Jerry J. McCoy Law Office of Jerry J. McCoy

Jane W. McMillan Stokes McMillan Antúnez P.A.

Professor George Mundstock University of Miami School of Law

Jeffrey N. Pennell Emory University School of Law

Susan Porter Brown Brothers Harriman Trust Company, N.A.

Daniel Rubin Moses & Singer LLP

Shawn Snyder Snyder & Snyder, P.A.

William Snyder Snyder & Snyder, P.A.

Bruce Stone Goldman, Felcoski & Stone, P.A.

Conrad Teitell Cummings & Lockwood LLC

Steven E. Trytten Anglin, Flewelling, Rasmussen, Campbell & Trytten LLP

The Heckerling Graduate Program in Estate Planning is a two semester, full-

time program of graduate study. The comprehensive coverage of estate

planning topics offered by its curriculum is unavailable elsewhere. The

program explores the areas necessary to the development of a competent

estate planner, including the applicable income and wealth transfer tax

laws, planning strategies, fiduciary administration, drafting, and ethics.

The program begins with a traditional 14-week fall semester of course

work covering core conceptual topics that provide the foundation for

the specialized planning courses offered in the spring semester. The spring

semester consists of a series of one-week, one credit modular courses

that integrate or build on the core courses. The modular format allows

students to concentrate fully on the particular subject matter covered

each week, and is ideal for an integrated curriculum covering a series

of discrete topics. In addition, the format makes it possible to attract a

faculty of nationally recognized estate planning authorities who visit the

school for the one-week period of their course.

Annual Heckerling Institute on Estate Planning

Asset Protection

Chapter 14

Charitable Gifts and Foundations

Disposition of the Family Business

Distributions from Qualified Plans, IRAs and Non-Qualified Plans

Drafting for Estate Planners

Elder Law

Ethical and Practical Aspects of Estate Planning

Fiduciary Administration

Generation-Skipping Transfer Tax

International Estate Planning

Investment Planning

Life Insurance

Marital Deduction

Tax Procedure

Valuation

FALL SEMESTER

SPRING SEMESTER

CONTACT: Heckerling Graduate Program in Estate Planning

Laura Adams, Program Coordinator • 1311 Miller Drive, Room C423, Coral Gables, FL 33146Telephone: 305.284.4918 • Fax: 305.284.6752 • Email: ladams@law.miami.edu

FAC

ULT

Y

CO

URS

ES

FAQ

WHAT DISTINGUISHES THE HECKERLING GRADUATE PROGRAM IN ESTATE PLANNING FROM TRADITIONAL GRADUATE TAX PROGRAMS? The program is distinguished by the breadth and depth of its

coverage of both the tax and non-tax aspects of individual and

estate planning. While graduate tax programs may offer a cluster

of survey courses on estate planning topics, they cannot match

the in-depth, practical focus of our spring semester classes. More

importantly, the courses offered in graduate tax programs do not

touch on the essential non-tax issues involved in estate planning,

including fiduciary administration, asset protection, life insurance,

investment planning, elder law, and probate. Finally, the Heckerling

Graduate Program provides students with hands-on practical

experience, through preparing and drafting an estate plan under the

direct supervision of a practicing estate planning attorney.

WHY IS THIS A GOOD TIME TO BEGIN A CAREER IN ESTATE PLANNING? Despite the recent economic downturn, the aging of the

baby boomer generation has set the stage for the largest

intergenerational wealth transfer in history. Estate planning

professionals are needed not only to deal with the tax implications

of these wealth transfers, but also with the related non-tax,

investment and business succession planning issues. The Heckerling

Graduate Program is ideally positioned to meet this growing need

for trained estate planning professionals.

DOES MIAMI LAW PROVIDE JOB SEARCH ASSISTANCE TO ITS ESTATE PLANNING GRADUATE STUDENTS?Our Career Development Office maintains a full-time advisor to

assist LL.M. students with their job searches, including résumé review,

mock interviews, and individual counseling. Our students enjoy

a variety of opportunities to meet and network with local estate

planning attorneys through local bar association meetings, alumni

events, and the Heckerling Institute on Estate Planning.