Ethics Sessions
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The following sessions may be approved for ethics credits by many of the accrediting agencies. Ethics credit for these sessions may not be available in all instances. Please refer to the ethics accreditation information for your specific jurisdiction and profession.


Tuesday, January 12, 2016 (10:55 – 11:45 a.m.)
The Prerogatives of Privileges: The Ethics of Protecting Our Planning Clients (Even From Themselves!)


Stephanie Loomis-Price

This session will provide practical tips with some discussion on recent developments in audits and case law related to privileges applicable to estate planning, with a particular focus on planning with closely-held entities.


Tuesday, January 12, 2016 (2:50 – 3:40 p.m.)
Navigating the Shoals of Nonprofit Board Service: The Legal and Ethical Issues that Can Take You off Course


Kathryn W. Miree

How well prepared are you and your clients for nonprofit board service in an era of increasing scrutiny from state Attorneys General, federal agencies, donors, and even nonprofit staff? Gain a clear understanding of the legal, ethical, and fiduciary obligations of nonprofit board service as well as best practices in board governance and liability management.


Wednesday, January 13, 2016 Special Session I-C (2:00 – 3:30 p.m.)
A Fine Tasting Opinion: The Art of Reviewing an Appraisal, Ethically Protecting Privileges and Popping the Cork off of Kovel


Stephanie Loomis-Price, Louis S. Harrison

This session will provide guidance to planners in reading and commenting on valuation reports, with a focus on privileges in hiring appraisers and in refining appraisals to ensure that transfer tax returns are prepared most defensibly.


Wednesday, January 13, 2016 Special Session II-E (3:50 – 5:20 p.m.)
When Good Intentions Go Awry: Case Studies, Cautionary Tales, Ethics, and Advice for Nonprofit Board Service


Kathryn W. Miree, Ann F. Cohen

Do you or your clients serve on a nonprofit board? Learn how to be more effective in that board role and manage personal liability in an interactive discussion of recent lawsuits and common fact situations.



Professionalism Session


The following session may be approved for professionalism credit by many of the accrediting agencies. Professionalism credit for this session may not be available in all instances. Please refer to the ethics and professionalism accreditation information for your specific jurisdiction and profession.


Thursday, January 14, 2016 Special Session IV-D (3:50 – 5:20 p.m.)
Dynamic and Effective Communication Skills for Estate Planners


Conrad Teitell

This session will help you become an effective communicator with clients, other lawyers, the public and groups to make you a better counselor, advocate, negotiator and public speaker. It will demonstrate how to deliver a clear and understandable message with honesty, respect and integrity. It will also explore the tenets of effective public speaking including how to conquer fear; know your audience; develop your opening; structure the body of your talk; develop a closing; select topics; gather information; develop a personal speaking style; handle questions; use effective delivery techniques; speak without notes; and appreciate when and how to use humor.

Heckerling Institute on Estate Planning
University of Miami School of Law, 1311 Miller Drive, Room C-423, Coral Gables, FL 33146
Telephone: 305-284-4762   |   Fax: 305-284-6752   |   Email: