Faculty – Estate Planning LL.M.

Heckerling

"The LL.M. program is Estate Planning at the University of Miami School of Law provides a strong foundation in taxation and practical knowledge of the most advanced estate planning techniques in use today. The program provides a unique opportunity to learn from many of the elite estate planning attorneys in Florida and around the nation.The graduate program was an excellent experience and I highly recommend the University of Miami School of Law."
Charles W. Callahan, III - LL.M. '04
Hill, Ward & Henderson, Tampa, Florida


The program attracts experts from across the nation. Over the years, the faculty has included law school professors, deans and former deans, partners and managing partners of elite law firms, former IRS commissioners and chief counsel, Tax Court judges, and other eminent teachers and scholars.

Fall Semester Adjunct Faculty

The estate planning Bar in South Florida is home to many of the nation's leading estate planning practitioners, and the program includes a number of these local experts on its adjunct faculty to teach the fall semester core courses. 

James B. Davis is Gunster's Tax Practice Group Leader resident in the Fort Lauderdale, FL office. He counsels individuals and businesses on ERISA and employee benefits law, corporate, partnership and business law/taxation and estate planning in connection with the formation, operation, merger and liquidation of for-profit entities as well as tax-exempt organizations. He is Board Certified in Taxation by the Florida Bar, a frequent lecturer and has served as an expert witness as to the qualification of pension plans in bankruptcy cases and in civil litigation matters.  Mr. Davis teaches Partnership Tax.

Adam S. Goldberg is a partner with KRAUSE & GOLDBERG P.A. in Weston, Florida.  He has authored articles and made presentations in the areas of estate planning, tax exempt organizations, probate, ethics, planning for disability, tax litigation and planned giving.  He is a Past President of the West Broward Estate Planning Council, the Greater Fort Lauderdale Tax Council and the Planned Giving Council of Broward County.  He is currently serving as the Chair of the Florida Bar’s Exempt Organizations Committee.

Nick Jovanovich is a partner in the Fort Lauderdale office of Berger Singerman LLP. He is a member of its Business, Finance and Tax Team and its Wealth Preservation and Tax Planning Group. His practice is concentrated in the areas of corporate, partnership and limited liability company structure and tax planning, wealth transfer tax and asset protection planning, bankruptcy and insolvency tax matters and tax controversies both at the federal and state level with particular emphasis on Florida sales and use tax. He is "AV" rated by Martindale-Hubbell and has been Board Certified by The Florida Bar in Tax Law.  Mr. Jovanovich teaches Corporate Tax.

David Pratt is the managing partner of Proskauer Rose LLP's Boca Raton office and a member of the Firm's Personal Planning Department.  He is a Fellow of both the American College of Trust and Estate Counsel (ACTEC) and American College of Tax Counsel. He presently serves on ACTEC's Board of Regents, is the Chair of ACTEC's New Fellows Steering Committee and is on ACTEC's Estate and Gift, Asset Protection and Long Range Planning Committees. He is Florida Board Certified in Taxation, and Wills, Trusts and Estates, and is a past Chair of the Florida Bar's Tax Section.  Mr. Pratt teaches Federal Wealth Transfer Tax.

Shawn C. Snyder is a partner with the law firm of Snyder & Snyder, P.A., a boutique estate planning firm located in Davie, Florida. He is board certified by The Florida Bar in specialty of Wills, Trusts, and Estates.  He also is a member of Florida Bar Wills Trusts and Estate Certification Committee. He limits his practice exclusively to estate planning, estate administration, and domestic creditor protection matters.  Mr. Snyder teaches Income Tax for Estate Planning.

William A. Snyder is the founding partner of Snyder & Snyder, P.A., a boutique estate planning firm located in Davie, Florida. He is a former Chairman of the Board Certification Committee of The Florida Bar for Wills, Trusts and Estates, and is a Fellow in The American College of Trust and Estate Counsel (ACTEC).  Mr. Snyder teaches Federal Income Taxation of Trusts and Estates.


Having re-entered the active practice of law at age 51 after a 16 year hiatus, I found the Heckerling Graduate Program in Estate Planning to be exactly what I needed not only to get back up to speed but to take my knowledge to a much higher level. I especially enjoyed the spring semester when we had the top attorney or professional in the country on that week's topic as our instructor. Getting to know these world class professionals on a personal basis alone is well worth the price of the tuition.”
Bill McQueen - LL.M. '13, McQueen and Siddall LLP, St. Petersburg, FL 

Spring Semester Adjunct Faculty

The concentrated week-long modules in the spring provide the opportunity to include not only local specialists, but also preeminent estate planning experts from around the nation. 

Martin E. Basson is a retired Supervisory Attorney, Estate & Gift Taxes, for the South Florida District of the Internal Revenue Service. He is a charter member of the IRS Estate and Gift Tax National Advisory Panel, a select group of IRS attorneys who assist in the formation of nationwide policy decisions in the estate and gift tax area.  Mr. Basson teaches Tax Procedure.

Norman J. Benford is a shareholder of the firm of Greenberg Traurig, practicing principally in its Miami office, and the national Chair Emeritus of its Trusts and Estates practice. He is board certified in Estate Planning and Probate Law by The Florida Bar's Board of Certification, is a Fellow and Past-Regent and member of the Executive Committee of The American College of Trust and Estate Counsel (ACTEC) and served as President of the ACTEC Foundation. He is also an Academician of The International Academy of Estate and Trust Law and a member of its Executive Council.  Mr. Benford teaches International Estate Planning.

John F. Bergner is a shareholder in the Dallas, Texas office of Winstead PC where he is chairman of the wealth preservation practice group. Mr. Bergner is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization. He is active in the American Bar Association and is a Fellow of the American College of Trust and Estate Counsel (ACTEC).   Mr. Bergner teaches Chapter 14.

Harris L. Bonnette, Jr. is a shareholder in the law firm of Fisher, Tousey, Leas & Ball in Jacksonville, Florida. He is a Florida Bar Board Certified Tax Lawyer, and is the immediate past chair of the Florida Bar’s Tax Certification Committee.  He practices in all areas of Federal tax controversies, all trust and estate disputes including will and trust contests, estate and trust litigation, and estate and trust administration.  Mr. Bonnette teaches Tax Procedure.

Lawrence Brody is a partner of Bryan Cave LLP, an international law firm, resident in the St. Louis office. He is a member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group. He is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series.  He is a member of both The American College of Trust and Estate Counsel (ACTEC) and The American College of Tax Counsel.  Mr. Brody teaches Life Insurance.

Louis J. Chiavacci is a Senior Vice President-Investments at Merrill Lynch and a fully accredited Private Wealth Advisor in the Banking & Investment Group in Coral Gables, Florida. He is a member of the Private Wealth Management Advisory Council to Merrill Lynch Management and a frequent guest speaker regarding the ultra-affluent market.  He was formerly a member of Goldman Sachs Private Client Services in New York and Miami where he was a Vice President.  Mr. Chiavacci teaches Investment Planning.

Professor Lawrence A. Frolik is a professor of law at the University of Pittsburgh School of Law. A frequent lecturer on legal issues of aging and a prolific author.  His books include Advising the Elderly or Disabled Client, (2nd Ed. with Brown) (Warren, Gorham & Lamont), Elder Law in a Nutshell, (3rd Ed. with Kaplan) (West), and casebooks, Elder Law: Cases and Materials, (4th Ed. with Barnes) (LexisNexis), and The Law of Employee Pension and Welfare Benefits (2nd Ed. with Moore) (LexisNexis). He is a member of the National Academy of Elder Law Attorneys, an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC), and a Fellow of the American Bar Foundation.  Professor Frolik teaches Elder Law.

Beth Shapiro Kaufman is a Member in Caplin & Drysdale's Washington, D.C., office. She was named President of the firm in 2015. Ms. Kaufman rejoined the firm's Private Client Group in 2001 after working for over six years in the Treasury Department's Office of Tax Policy. Serving first as Attorney Advisor and then as Associate Tax Legislative Counsel. She assists wealthy individuals with their estate planning and advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes. She is frequently retained by counsel to assist in estate and gift tax audits, to advocate a taxpayer's position before the Internal Revenue Service, or to seek a private letter ruling. Professor Kaufman teaches Generation-Skipping Transfer Tax.

Edward F. Koren lead's Holland & Knight's Private Wealth Services National Practice Group, practicing primarily in its Tampa and Lakeland offices. He is past Chair of the Real Property, Probate and Trust Law Section of the American Bar Association, and the Estate and Gift Tax Committee of the American College of Trust and Estate Counsel (ACTEC), and is an Emeritus member of its Board of Regents. He is also a Fellow of the American College of Tax Counsel, the American Law Institute and the American Bar Foundation.  He is the lead author and editor of a four volume treatise entitled Estate and Personal Financial Planning published by West Publishing Company.  Mr. Koren teaches Valuation.

Carlyn S. McCaffrey is a partner in the law firm of McDermott Will & Emery LLP and is co-head of the private client practice in the Firm’s New York office.  She focuses her practice on domestic and international tax and estate planning for high net worth individuals.  She also advises individuals and institutions on charitable planning matters.  She writes extensively on tax law, trusts and estates, foreign trusts and matrimonial law, and is the co-author of Structuring the Tax Consequences of Marriage and Divorce published by Little, Brown.  She is a fellow and a past president of the American College of Trust & Estate Counsel (ACTEC), a fellow of the American College of Tax Counsel, a member of the International Academy of Trust & Estate Counsel and a member of the Joint Editorial Board for Uniform Trust and Estate Act of the National Conference of Commissioners on Uniform Laws.  Ms. McCaffrey teaches Generation-Skipping Transfer Tax.

Jane W. McMillan has been a shareholder at the Miami, Florida law firm of Stokes McMillan Antúnez P.A. since 1999. Before that, she practiced tax and trusts and estates law with Kelley Drye & Warren and, before that, with Smathers & Thompson, where she started her legal career in 1983. Her practice is concentrated on estate planning and estate and trust administration.  She has been Board Certified in Taxation in Florida since 1992.  Ms. McMillian teaches Ethical and Practical Aspects of Estate Planning.

M. Read Moore is a partner in the law firm of McDermott Will & Emery LLP and works out of the firm’s Silicon Valley and Chicago offices. He focuses his practice on all aspects of estate planning, estate and trust administration, and tax-exempt charitable organizations. He has had considerable experience in the international aspects of the private client practice, including foreign trusts, planning for foreigners residing in the United States and U.S. citizens residing abroad.  He is a fellow of The American College of Trust and Estate Counsel (ACTEC) and is a member of its International Estate Planning Committee. He is also an Academician of the International Academy of Estate and Trust Law.  Mr. Moore teaches International Estate Planning.

Professor Jeffrey N. Pennell is the Richard H. Clark Professor of Law at Emory University School of Law in Atlanta, where he teaches income tax, wealth transfer tax, trusts and estates, estate planning, and legal ethics. He has published classroom texts on the Income Taxation of Trusts, Estates, Grantors, and Beneficiaries; on Federal Wealth Transfer Taxation; on Estate Planning and Drafting; and on Trusts and Estates. He also authored the Tax Management portfolios on the Estate Tax Marital Deduction and on Estate Tax Payment and Apportionment, and co-authored the portfolio on the Elective Share of a Surviving Spouse. He also is the successor author of the treatise Casner & Pennell on Estate Planning.  He was an adviser to both of the American Law Institute Restatement (Third) of Property (Wills and Other Donative Transfers) and Restatement (Third) of Trusts, is an Academic Fellow and Former Regent of The American College of Trust and Estate Counsel (ACTEC), and an Academician of The International Academy of Estate and Trust Law.  Professor Pennell teaches Marital Deduction.

Susan Porter is a lawyer with extensive expertise in diversified roles in the trust banking industry. She resides in New York and is currently a fiduciary consultant, advising banks, trust companies, attorneys and family offices on fiduciary law and serving as an expert witness.  She is an active member of the American Bar Association’s Real Property, Trust and Estate Law Section, where she is a RPTE delegate to the ABA’s House of Delegates, serves as Chair of the National Conference of Lawyers and Corporate Fiduciaries Committee, and is a fellow of The American College of Trust & Estate Counsel (ACTEC).  Ms. Porter teaches Fiduciary Administration.

Alan F. Rothschild, Jr. is a shareholder in the Columbus and Atlanta law firm of Page, Scrantom, Sprouse, Tucker & Ford, P.C.  He is past Chair of the American Bar Associations's Real Property, Trust and Estate Law Section and a Fellow of The American College of Trust and Estate Counsel (ACTEC) and The American College of Tax Counsel.  Mr. Rothschild teaches Charitable Gifts and Foundations.

Daniel S. Rubin is a partner in Moses & Singer's Trusts and Estates and Asset Protection practices in New York City. Mr. Rubin concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters. He serves as the chair of the International Estate Planning Committee of the Trusts and Estates Law Section of the New York State Bar Association and is a member of The American College of Trust and Estate Counsel (ACTEC). Mr. Rubin teaches Asset Protection.

Bruce M. Stone is a shareholder with Goldman Felcoski & Stone P.A. in Coral Gables, Florida. His practice consists primarily of estate planning for both domestic and foreign clients. A significant portion of his practice involves disputed or complex problem situations in which he is retained to find creative planning solutions or to serve as expert witness, mediator or arbitrator. He is a Past-Chair of the Florida Bar Real Property, Probate and Trust Law Section and a Past-President of the American College of Trust and Estate Counsel (ACTEC). He is an Academician in the International Academy of Estate and Trust Law.  Mr. Stone teaches Drafting for Estate Planning.

Conrad Teitell is a principal in the Connecticut and Florida based law firm of Cummings & Lockwood, resident in the firm's Stamford office.  Mr. Teitell is a fellow of the American College of Trust and Estate Counsel (ACTEC) and the recipient of The American Law Institute/American Bar Association's Harrison Tweed Award for Special Merit in Continuing Legal Education.  His "Philanthropy and Estate Planning" columns appear in Trusts & Estates and the New York Law Journal. He is the author of the five volume treatise, Philanthropy and Taxation and editor and publisher of Taxwise Giving, a monthly newsletter.  Mr. Teitell teaches Charitable Gifts and Foundations.

Steven E. Trytten is a partner in the Pasadena, California based firm of Anglin Flewelling Rasmussen Campbell & Trytten, LLP (AFRCT)  and is a nationally recognized authority on tax and estate planning. He is a "Certified Specialist" in two areas: Taxation Law, and Estate Planning and Probate Law (certification by the Board of Legal Specialization of the State Bar of California). He is also a Fellow of The American College of Trust and Estate Counsel (ACTEC) and a Member of the ACTEC Employee Benefits Committee.  He is an active member of the American Bar Association, the State Bar of California, the Los Angeles County Bar Association, the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants.  Mr. Trytten teaches Distributions from Qualified Plans.

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Heckerling Institute on Estate Planning

 

 

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CONTACT INFORMATION

Please contact Laura Adams, Program Coordinator at:
Phone: 305-284-4918
Fax: 305-284-6752
E-mailladams@law.miami.edu

Mailing Address
University of Miami School of Law
Heckerling Graduate Program in Estate Planning
1311 Miller Drive Room C-423
Coral Gables, FL 33146

Program Director

Tina Portuondo
Tina Portuondo the Director of the Heckerling Graduate Program in Estate Planning and the Director of the Heckerling Institute on Estate Planning. She joined the Law School after practicing in the areas of tax and estate planning in New York and Miami. She is a Fellow of the American College of Trust & Estates (ACTEC) and the Past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law Section

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QUICKLINKS

Request Information
Apply Now

CONTACT INFORMATION

Please contact Laura Adams, Program Coordinator at:
Phone: 305-284-4918
Fax: 305-284-6752
E-mailladams@law.miami.edu

Mailing Address
University of Miami School of Law
Heckerling Graduate Program in Estate Planning
1311 Miller Drive Room C-423
Coral Gables, FL 33146

Program Director

Tina Portuondo
Tina Portuondo the Director of the Heckerling Graduate Program in Estate Planning and the Director of the Heckerling Institute on Estate Planning. She joined the Law School after practicing in the areas of tax and estate planning in New York and Miami. She is a Fellow of the American College of Trust & Estates (ACTEC) and the Past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law Section

HELPFUL LINKS FOR STUDENTS & ALUMNI
Apply 
Housing Information
Course Descriptions
Faculty
Heckerling Institute on Estate Planning
Student Health Center Insurance 
Career Development
Area Hotels 
Map & Directions
Parking
Career Services
Order Transcripts or Diplomas