January 22 – 26, 2018 – Marriott Orlando World Center, Orlando, FL
MONDAY, JANUARY 22, 2018
___ CDs 1,2,3FUNDAMENTALS PROGRAM-Starting Off On the Right Foot While Avoiding Foot Faults – Issues at the
Formation of the Closely-Held Business - StephanieLoomis-Price,SamuelA.Donaldson, IvanTaback(3 CD’s)
___ CDs 4,5,6Recent Developments 2017 - CarolA.Harrington, Steve R. Akers, Jeffrey N. Pennell(3 CD’s)
TUESDAY, JANUARY 23, 2018___CD 7Putting It On & Taking It Off: Managing Tax Basis Today for Tomorrow - PaulS.Lee
___CD 8Business Succession: Abdicate? Affiliate? Alienate? Bifurcate? Syndicate? Liquidate? Vacillate? Don’t Wait. Cogitate and
Participate. - ThomasW. Abendroth
___CD 9Care and Feeding of a Dynasty Trust: High Protein or Low Fat? - Diana S.C. Zeydel
___CD 10LloydLevaPlaineDistinguishedLecture Series: Money in Politics: A Hydraulic or a Legal Issue? - TrevorPotter
___CD 11EstatePlanning in Anticipation of a Contest or a Difficult Beneficiary - S. Andrew Pharies
___CD 12Buy-Sell Agreements: A Critical Part of Any Business Formation - LouisA.Mezzullo
___CD 13Beyond the Private Foundation - MartinHall
___CD 14The1846 Last Will of John Sutton – What’s Not So New in Will Drafting and Contests - Terrence M.Franklin
WEDNESDAY, JANUARY 24, 2018___CD 15WillYouStillNeedMe,WillYouStillFeed Me,WhenI’mSixty-Four? - Bernard A.Krooks
___CD 16Theory 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, 18Questionand AnswerPanel - CarolA.Harrington, Steve R. Akers, Jeffrey N. Pennell
___CDs 19-21FUNDAMENTALS PROGRAM - Selected Subchapter J Subjects: From the Plumbing to the Planning,Preventing Pitfalls with
Potential Payoffs - AlanS.Halperin,AmyE.Heller(3 CD’s)
SPECIAL SESSIONS I
___ CDs 22,23I-A:Building Basis, Beyond the Basics: Effective and Efficient BasisBuildingStrategies for YourClient-PaulS.Lee,
TurneyP. Berry, EllenK. Harrison
___ CDs 24,25I-B:SpecialIssuesinDrafting (andAdministering)Buy-SellAgreements -LouisA.Mezzullo, Nancy G.Henderson
___ CDs 26,27 I-C:TwoSystemsSeparatedbyaCommon Language:U.S. TaxLawMeets Non-U.S.TrustLaw-M.ReadMoore, AlecR. Anderson
___ CDs 28,29I-D:Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases(at least it seems to me) -
DanaG.Fitzsimons,Jr
___ CDs 30,31I-E: Beyond the Special Needs Trust: Essential New Developments in Special Needs Planning –Katherine N. Barr,
Kristen M. Lewis, James M. McCarten
___ CDs 32,33I-F:Structuring Philanthropy: What Works When - Martin Hall, Erik Dryburgh, Michele A.W. McKinnon
SPECIAL SESSIONS II
___ CDs 34,35II-A: Show Me the Money! Settlors, Beneficiaries and the Dynasty Trust - Diana S.C. Zeydel, Todd A. Flubacher, Barry F. Spivey
___ CDs 36,37II-B: Family LPs and LLCs: The Unwind- ThomasW. Abendroth, RobertR. Pluth,Jr.
___ CDs 38,39II-C: Technology and Estate Planning: The Rise of the Machines - Bruce M.Stone,EliamMedina, SuzanneBrownWalsh
___ CDs 40,41II-D: Problems, Problems, Problems. Your Older Clients Have Them, but Elder Law Can Help Solve Them - Bernard A.Krooks,
RobertB.Fleming,LawrenceA.Frolik
___ CDs 42,43II-E:Case Studies in Preventing Post-Death Administrative Nightmares - S.AndrewPharies, DavidA.Baker, Jo AnnEngelhardt
___ CDs 44,45II-F:Dying for Fame in the Age of Celebrity: From Neverland Ranch to Paisley Park –LindaJ. Wank, EdwardH.Rosenthal,
DavidSleeman
THURSDAY, JANUARY 25, 2018___ CD 46Stranger in a Strange Land: Dealing with Foreign and Domestic Community Property Issues in Your State - JoshuaS.Rubenstein
___ CD 47Trust Administration Take a Village? The New Uniform Directed Trust Act Paves the Way for Creative and Thoughtful
Divided Trusteeship – Robert H. Sitkoff
___ CD 48What’s a Donor to Do? Planned To Give in a Changing Tax Landscape - MicheleA.W.McKinnon
___ CD 49Dishing the Dirt on Planning for Real Estate Investors - Farhad Aghdami
___ CDs 50-52FUNDAMENTALS 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 53,54III-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 55,56III-B: Trust Asset Protection Through a Tri-Focal Lens - DanielS.Rubin, TerrenceM.Franklin, MichaelM.Gordon
___ CDs 57,58III-C: What the Heck(erling) Is Going on with Life Insurance Planning After Tax Reform? Planning When the Only Certainty Is
Ambiguity - LawrenceBrody, MaryAnnMancini,CharlesL.Ratner, MichaelD.Weinberg
___ CDs 59,60III-D:Creative Use of Planned Giving Techniques in an Uncertain Tax Environment - MicheleA.W.McKinnon
___ CDs 61,62III-E: Ethical Issues in Advising Clients on Planning for, Creating, Operating, Transferring Control and Ownership of, and the
Dissolution of Closely-Held Businesses - CharlesD.“Skip”Fox,IV, J. LeeE.Osborne, MaryF.Radford
___ CDs 63,64III-F: Employment and Immigration Law 101– Linda M. Doyle, Elizabeth A. Quinn
SPECIAL SESSIONS IV
___ CDs 65,66IV-A: The Magic Age Is 70½ - NatalieB.Choate
___ CDs 67,68IV-B: All Present and Accounted For: Proactively Preparing Fiduciary Accountings to Facilitate Pre- and Post-Mortem Planning
andMitigate Risk - JoshuaS.Rubenstein, ScottT. Ditman
___ CDs 69,70IV-C:Getting Your Hands Dirty with Real Estate Investors - Farhad Aghdami, Sarah MooreJohnson
___ CDs 71,72IV-D: How Much and When? A Panel Discussion on the Legal and Practical Considerations of the Exercise of Discretion -
AmyK. Kanyuk, WilliamT. Hennessey, R. HughMagill
___ CDs 73,74IV-E:Ethics and Negotiations - Steven K. Mignogna, Jo Ann Engelhardt, Terrence M. Franklin, Richard W. Nenno,
Robert D. Steele, Matthew H. Triggs
___ CDs75,76IV-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 77Doth Thou Roth? - NatalieB.Choate
___ CD 78Trustee Discretion: The Better Part of Valor or Vulnerability? - AmyK. Kanyuk
___ CDs 79,80The Best, the Most Intriguing, and the Scariest Ideas Culled from the 2018 Institute and Elsewhere and How to Make Them Work for
You and Your Clients - Jonathan G. Blattmachr, Martin Shenkman
AUDIO PRICES1 CD Program (1-3 #’s)...... $10.00 - $30.00
BUY 7 CDs & GET THE 8th CD Free...... $70.00
BUY 13 CDs & GET THE 14th, 15th & 16th CD free, packaged in a custom binder...... $130.00
FULL SET of 80 CDs, packaged in 3 custom binders ($240.00 savings)...... $560.00
**BEST VALUE**FULL SET - Entire Institute in MP3 format on a USB...... $500.00
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