53rd Annual Heckerling Institute on Estate Planning ......Selection of Sponsors and Exhibitors The...

S P O N S O R & E X H I B I T O R A P P L I C A T I O N

Advanced Payment Is RequiredCredit Cards: To make a credit card payment, please go to the University of Miami secure payment website (a receipt will be emailed to you automatically)

https://lawapps.law.miami.edu/heckerling_exhibitor/login.aspx

Checks: Please make checks payable to the University of Miami School of Law and mail payment and completed application to: Andrea Blake, Heckerling Institute, University of Miami School of Law, 1311 Miller Drive, F-201, Coral Gables, FL 33146.

This completed form MUST be returned to Andrea Blake - [email protected].

Policy Acknowledgement and Sponsor/Exhibitor Release – Signature is requiredIn consideration of receipt of the booth(s) and/or sponsorships assigned to the Sponsor/Exhibitor, Sponsor/Exhibitor agrees to the terms and conditions of the Sponsor & Exhibitor Regulations contained in this application, receipt of a copy of which is hereby acknowledged.

Signature __________________________________________ Print Name _______________________________________________ Date _______________________

Completion of this form does not guarantee exhibit space. Booth space and location will be assigned based upon availability and in the sole discretion of the Institute. Confirmation will not be given without full payment. All requests for cancellation of booth space must be received in writing. Cancellations received by November 1, 2018 will be refunded, less 50% of the total booth space cost. No refunds will be made after November 1, 2018. The Institute does not guarantee or warrant individual exhibitor results.

All events held at the headquarters hotel during Institute week must be pre-approved by the Institute. To request function space, please complete and return the Function Space Request form. A $300 Institute Function Fee to reserve space will be due upon function approval (fee waived for Diamond, Platinum, Gold and Silver Sponsors).

Sponsorships and exhibit hall space subject to availability

Sponsor/Exhibitor Extras�Additional Booth Representative(s) _________@ $150 The exhibit booth fee includes exhibit hall admission for up to four (4) booth representatives. Each additional exhibit booth includes two (2) booth representatives. Booth representatives are not permitted to attend educational sessions. Please fill out and return the Exhibit Booth Representatives form.

�Complimentary Institute Registration for a Designated Attendee Each exhibit booth includes one (1) complimentary Institute registration, sponsorships also include a complimentary registration(s). Please fill out and return the Designated Attendee Registration form by November 7, 2018 to be included in the Conference Guide and Registration List.

53rd Annual Heckerling Institute on Estate Planning™

Orlando World Center Marriott Resort u January 14-18, 2019

$4,000

Become an Exhibitor10' x 10' Exhibit Booth

The Mailing List Rental Use Agreement must be completed and returned to receive the mailing list.

Pre-Institute Mailing List (pre-printed address labels provided) $800

Conference Guide Ad Please see Advertising Agreement for details.

Full-Page B&W Ad $1,800

Half-Page B&W Ad $1,300

Total $ ____________________

Become a Sponsor See Sponsor Opportunities chart for included amenities.

$28,000

$18,000

$12,000

$5,000

$7,000

Diamond Sponsorship Sold out!

Platinum Sponsorship

Gold Sponsorship Add an additional booth to a Gold Sponsorship:

Additional Booth

Silver Sponsorship Add an optional booth to a Silver Sponsorship:

10' x 10' Exhibit Booth $4,000

Additional Booth $5,000

Mailing List The Mailing List Rental Use Agreement must be completed and returned to receive the mailing list.

��Pre-Institute Mailing List Included $0

Conference Guide Ad See Sponsor Opportunities Chart and Advertising Application for details. Must complete and return Advertising application.

�Please reserve the ad space included with my Diamond, Platinum, or Gold Sponsor level $0

Total $ ____________________

A La Carte Opportunities (subject to availability) See A La Carte Opportunities list for details.

$7,000

$5,000

$5,000

Guest Room Key Sponsor Sold out!

Welcome Reception Sponsor

Pen Sponsor Sold out!

Elevator Floor Advertising $3,500

$3,500

$3,500

$1,500

Meeting Room Power Strips

Water Cooler Sponsor

Media Table

Heckerling Graduate Program Scholarship Sponsor $3,500**Must be paid by check made out to the University of Miami School of Law

Sponsor/Exhibitor Name (exactly as it should appear on all Institute materials, including capitalization and punctuation) Phone

Primary Contact Email

Mailing Address City State Zip Code

Additional Booth $5,000

Mailing List

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Line

axb1824

Line

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Line

1. Booth Set-UpThe exhibit hall will be available for booth set-up between the hours of 12:00 p.m. and 8:00 p.m., Sunday, January 13, 2019. Crews will beavailable for assistance during this period only.All exhibits must be set up by 8:00 p.m.,Sunday, January 13th. After 8:00 p.m. anyunattended booth with exhibit materials willbe set up by the official service contractorand all applicable service charges willbe applied to the exhibitor of record. Theexhibit hall will open at 7:00 a.m. on Monday,January 14th. Please note that the exhibithall will be closed from 4:00 p.m. – 6:00 p.m.on Monday, January 14, to allow for set-upprior to the 6:00 p.m. Heckerling WelcomeReception.

EXHIBIT HOURS:

Sunday, January 13 Set-up 12:00 p.m. to 8:00 p.m.

Monday, January 14 7:00 a.m. to 4:00 p.m.

Monday, January 14 6:00 p.m. to 8:00 p.m.*

Tuesday, January 15 8:00 a.m. to 5:30 p.m.

Wednesday, January 16 8:00 a.m. to 5:30 p.m.

Thursday, January 17 8:00 a.m. to 5:30 p.m.

Friday, January 18 8:00 a.m. to 12:00 p.m.

*The exhibit hall will be open during thereception for registrants. Exhibit boothsmust be attended by the Exhibitor’s ownpersonnel whenever the exhibit hall is open.

2. Booth DismantlingExhibitors hereby agree that exhibits shall not be dismantled prior to 12:00 p.m., Friday, January 18, 2019. All exhibits must be removed from the exhibit area by 4:00 p.m.

3. Booth Equipment (Optional)Each standard single 10' x 10' booth will contain the following equipment: flameproof drapes with 8' - high back wall and two 3' high sidewalls, and one 7" x 44" standard identification sign with the Exhibitor’s name.

4. Additional Equipment and Services

Booth Furnishings (Optional): Furniture, rugs, drapes, etc. may be obtained from our official service contractor, Vista South Convention Services, 6901 NW 26th Ave., Miami, FL, 33147 (Phone: 305-673-1123). Vista South Convention Services will forward order forms for standard furnishings to each Exhibitor during the week of October 22, 2018. All additional furnishings ordered will be at the Exhibitor’s expense.

Labor:

Union display labor may be obtained (at the Exhibitor’s expense) from Vista South Convention Services. Prevailing labor rates apply minimum time 1/2 hour. Vista South Convention Services offers straight time, overtime, and double time rates in South Florida. Orders for labor must be placed prior to Friday, January 4, 2019. Any non-official contractor providing labor or additional service to an exhibiting company on-site will be required to complete and comply with the insurance and other requirements contained in the Vista South Convention Services Kit. Non-official exhibit contract labor personnel must register with Vista South Convention Services upon arrival at hotel. Please contact Vista South directly for further details.

5. Shipping InstructionsAll shipments must be PREPAID whether by air or motor freight. Shipments should be made in time to arrive before Friday, January 11, 2019. Please note that Vista South Convention Services will be closed Saturday, December 29 through Tuesday, January 1. All shipments must be consigned as follows:

Your Company Name and Booth NumberVista South Convention Services C/O JM Logistics, Inc.3315 Maggie Blvd. Suite 300Orlando, FL 32811407-203-0822

Please note if you ship any exhibit materials directly to the Orlando World Center Marriott they may be refused prior to Saturday, January 12, 2019 at 12:30 p.m. After that time, Vista will be on-site to store materials.

Shipments will be received and stored by Vista South Convention Services. Delivery of the shipment to the booth, removal of empty containers for storage, return of empty containers at close of show, and delivery of out-bound shipments to the loading platform for pick-up by the Common Carrier will be provided

by Vista South Convention Services at prevailing rates. Exhibitors will be forwarded shipping information and materials handling rates along with the order forms for booth furnishings. All forms regarding inbound shipments should be sent to Vista South Convention Services as soon as shipment is made. Exhibitors are urged to cooperate in this matter to ensure proper receipt and handling of their equipment.

6. Electrical and Telephone Services

Electrical and telephone service will be available at the Exhibitor’s expense. Vista South Convention Services will forward order forms to each Exhibitor in advance. Electrical and telephone service orders must be placed before Friday, December 14, 2018.

7. Sponsor/Exhibitor ReleaseThe Sponsor/Exhibitor (Exhibitor) assumes entire responsibility and liability for losses, damages, and claims arising out of exhibitor’s activities on the hotel premises and will indemnify, defend, and hold harmless the Hotel, its owner, and its management company, as well as their respective agents, servants, and employees from any and all such losses, damages, and claims. The Exhibitor further assumes entire responsibility and hereby agrees to protect, indemnify, defend, and save the Heckerling Institute on Estate Planning, the University of Miami, and their employees and agents harmless against all claims, losses and damages to persons or property, governmental charges or fines and attorney’s fees arising out of or caused by Exhibitor’s transportation, installation, removal, maintenance, occupancy, display or use of exhibits, or of the exhibition premises or a part thereof, excluding any such liability caused by the sole negligence of the Heckerling Institute on Estate Planning or the University of Miami.

In addition, Exhibitor acknowledges that the Heckerling Institute on Estate Planning, the University of Miami, and the Orlando World Center Marriott Resort does not maintain insurance covering Exhibitor’s property and that it is the sole responsibility of each Exhibitor to obtain business interruption and property damage insurance covering such losses by Exhibitor. Exhibit hall security will be furnished, but the furnishing of such security shall not be deemed to increase the liability of the Heckerling Institute and the University of Miami and its employees and agents, nor to modify in any way the assumption of the risk and release provided above. All property of the Exhibitor is understood to remain under its custody and

(Continued)

S P O N S O R & E X H I B I T O R R E G U L A T I O N S



control, in transit to, within, or from the confines of the hall, subject to the rules and regulations of the Exhibition. It is recommended that Exhibitors take precautionary measures of their own such as securing small or easily portable articles of value including: laptop computers, tablets, cell phones, etc.

8. Fire RegulationsIn order to comply with local fire ordinances as well as National Board of Fire Underwriters Building Code, all decorative materials must be flame resistant in accordance with these standards. Materials that meet these requirements are available to Exhibitors from Vista South Convention Services.

9. Property DamageExhibitor is responsible for damage to property. No signs or other articles shall be posted, nailed, or otherwise attached to any of the pillars, walls, doors, floors, etc., in such a manner as to deface or destroy. Exhibitors who either demonstrate or dispense food or drink will be required to provide protective floor covering at their expense. In booths where this procedure is not followed, the protective floor covering will be provided by Vista South Convention Services and will be charged to the Exhibitor.

10. Selection of Sponsors and Exhibitors

The submission of the Sponsor & Exhibitor Application does not guarantee selection as an Exhibitor or Sponsor. All Applications are subject to approval, and must be accompanied by representative exhibit materials and information as to the nature of the applicant’s business. The Heckerling Institute reserves the right to reject the Sponsor/Exhibitor Application of any firm or organization for any reason at any time.

11. Booth Assignments

Booths will be assigned on a space available basis at the discretion of the Institute. The Institute reserves the right to relocate the exhibit hall or any booth assignment at any time.

12. Display LimitationsExhibitor displays, signs, materials and activities must be confined to the physical limits of the exhibit booth. Signs above the booth may not extend more than two feet over the top of the booth and must be finished on all sides. Any exceptions must be reviewed by the Institute prior to Friday, December 14, 2018. No images may be projected onto the exhibit hall walls, ceiling, or other areas beyond the limits of the exhibit booth. Vendors may not share, assign,

or sublet all or any portion of their exhibit booth, and may display only those goods or services offered in the regular course of their business. Microphone announcements are not permitted.

13. ProgrammingSponsors and Exhibitors may not conduct promotional or educational programming including lectures, demonstrations or audiovisual presentations during Institute programming hours. Programming and presentations scheduled at any other time during Institute week should only relate to the vendor’s products or services and must be pre-approved by the Institute.

14. Distribution of MaterialsExhibitors may only distribute promotional materials at their assigned exhibit booths. Materials promoting educational programming may not be displayed or distributed at the Institute. Sponsors will be acknowledged on appropriate signage provided by the Institute and may not distribute materials in any part of the exhibit hall. Materials may not be distributed in any other part of the hotel, including meeting rooms and guest rooms.

All other promotional activities must be limited to the exhibit booth or assigned function space.

15. FunctionsAll functions held on-site at the Orlando World Center Marriott by Sponsors and Exhibitors, including but not limited to receptions, luncheons, dinners, promotional programming and hospitality suites, must be pre-approved by the Institute. Any entertainment or events planned in an exhibit booth must also be pre-approved by the Institute.

16. Photography and Video RecordingExhibitors are permitted to take photographs only within their own booth. Taking photos outside of the exhibitor's booth or in educational sessions is prohibited. Video is not permitted in the exhibit hall or in the exhibitor's booth. Video is permitted within the exhibitor's assigned function space. Exhibitors are responsible for supervising the activities of outside photographers.

17. CancellationsAll requests for cancellation of booth space must be received in writing. Cancellations received by Thursday, November 1, 2018 will be refunded, less 50% of the total booth cost. No refunds will be made after November 1, 2018.

18. Acts of God

In the case of cancellation of the Institute, or unavailability of the exhibit hall, due to Acts of God, war, threats or acts of terrorism, governmental authority, fire, strike, labor disputes, or any other cause beyond the control of the Heckerling Institute, this agreement shall terminate, and the Institute shall not be responsible for any damages or expenses incurred by the Exhibitor in connection therewith.

19. ComplianceFailure to comply with all regulations may result in the removal of an exhibit, refusal of access to the exhibit hall, or cancellation of a sponsorship or exhibitor registration. The Institute also reserves the right to restrict or prohibit all or any portion of any exhibit which the Institute, in its sole discretion, determines to be objectionable or not in keeping with the character and tone of the exhibit hall. In the event of such a restriction or prohibition, the Institute will not be liable for reimbursement of any expenses incurred by the Exhibitor and will not refund any portion of the exhibit fees.

Sponsor/Exhibitor Regulations (Continued)



S P O N S O R & E X H I B I T O R R E G U L A T I O N S

A D V E R T I S I N G A P P L I C A T I O N



Ad Selection

Full page color ad* Reserved for Diamond Sponsors Ad complimentary with Diamond Sponsorship 83/8" x 103/4" / full 1/8" bleed

Full page B&W ad 8" x 10" / no bleed $1,800 �Ad complimentary with Platinum Sponsorship

Half page B&W ad 71/2" x 51/2" / no bleed $1,300 �Ad complimentary with Gold Sponsorship

Upgrade half page Gold Sponsorship add to full page B&W ad $500

Company Information

Deadline

Ads must be reserved, paid for, and submitted by Wednesday, November 7, 2018

If you have any questions, please contact Andrea Blake at 305-284-3179 or email [email protected].

Advanced Payment is Required

Credit Cards: To make a credit card payment, please go to the University of Miami secure payment website (a receipt will be emailed to you automatically) https://lawapps.law.miami.edu/heckerling_exhibitor/login.aspx


This completed form MUST be returned to Andrea Blake - [email protected]

Policy Acknowledgment and Sponsor/Exhibitor Release – Signature is requiredPlease submit your correctly sized and formatted ad by email to [email protected] by Wednesday, November 7, 2018. Ads will not be accepted without full payment. All ads are subject to approval by the Heckerling Institute. This offer is only open to current sponsors, exhibitors and those previously approved for our exhibitor waiting list. Ad fees must be paid in advance and no refunds or discounts are available. Ads submitted after the November 7th deadline may not be accepted. Ads will be accepted on a space available basis. Ad placement will be determined by the Heckerling Institute.

Advertisement terms and conditions are hereby acknowledged:

Signature ______________________________________ Print Name ______________________________________ Date_______________




The University of Miami School of Law (“the School of Law”) and its Heckerling Institute on Estate Planning (the “Institute”) hereby grant __________________________________________________________ (the “Company”) the limited right to use the names and addresses furnished to the Company by the Institute on mailing labels (the “List”) solely for purposes of a one-time, pre-Institute direct mailing.

The Company acknowledges and agrees that the List will remain the sole property of the School of Law and the Institute. The Company guarantees that the List shall not be reused, copied, transferred, electronically reproduced, sold or incorporated in any way into any mailing or other list or database maintained by the Company or any other entity or person, and shall be used only once by the Company for purposes of a one-time, pre-Institute mailing.

The List will not be disclosed in any way by the Company except to the Company’s mailing house for purposes of the one-time, pre-Institute mailing. The Company shall provide the Institute with the name of its mailing house and remains responsible for the List on behalf of the mailing house. The School of Law and the Institute retain the right in their absolute discretion to decline delivery to the Company or any specific mailing house.

The Company promises and unconditionally agrees not to resell, disclose, transfer, duplicate, reproduce, extract, append or retain in any form or manner whatsoever, all or any part of the List, or permit any 3rd party, agent, employee or contractor or their respective agents and employees to do so. Additionally, the Company agrees not to reveal the contents of the list to any 3rd party, agent, contractor, consultant or business associate.

The Company shall not use the List to promote or advertise educational programming.

The Company understands that there is a NO RETURN POLICY on all mailing list rentals. No refunds or credits will be made after an order has been processed.

The Company acknowledges and agrees that the List contains names and addresses to monitor improper and unauthorized usage. The Company may not employ any method to detect, alter, or eliminate those names and addresses.

The List is provided “as is,” and the Institute makes no warranties, express or implied, including the implied warranties of merchantability and fitness for use. The Institute shall not be liable, whether under contract, tort (including negligence) or otherwise, for any direct, indirect, special, punitive, incidental or consequential loss, damage, cost or expense of any kind whatsoever that may be incurred by the Company that may arise in connection with the furnishing, performance or use of the List. Should liability be imposed on the Institute despite the foregoing, the Institutes’ liability for any damages or losses incurred by the Company through the use of the List shall be limited to the actual cost of the Mailing List rental paid by the Company to the Institute.

If the Company or any other entity or person that is given access to the List uses the List contrary to the provisions of this agreement, the Company will be held unconditionally responsible for any and all damages and costs resulting there from including attorney fees and the costs of seeking the same.

On behalf of the Company, the undersigned understands and expressly agrees to be bound by the foregoing.

There is a nonrefundable $800 fee for the mailing list.**Mailing list rental is complimentary with Diamond, Platinum, Gold and Silver Sponsorships, however, this agreement must be signed and returnedby November 7, 2018 to reserve and receive the list.




This completed form MUST be returned to Andrea Blake at [email protected] by November 7, 2018.

MAILING LIST RENTAL USE AGREEMENT

Company Name Date

Signature

Print Name & Title



Function Purpose

Date of event Time Expected attendance Proposed affiliate co-sponsors

Does your event include programming (a speaker with a formal topic)? Yes* No*If yes, a detailed description of the programming, including a list of presenters/speakers must be submitted prior toapproval of meeting request. Approval will be limited to programs that relate only to the vendor’s products and services.General education programs on substantive topics will not be approved. Advanced written notice must be given if the natureof your event changes or if programming is added.

Event Guidelines All function space at the headquarter hotel is reserved for companies exhibiting or sponsoring at the 53rd Annual Heckerling Institute. Space is not guaranteed. You must make your own arrangements for audio-visual, room set-up, and food and beverage services. The contact person for your organization will be notified via email regarding the status of your request and appropriate hotel contacts.

Functions may be co-sponsored with another affiliate only with the permission of the Institute. Co-sponsoring with non-affiliates is not allowed.

Please indicate your affiliate status:

Exhibitor Scholarship Sponsor Sponsor: Diamond Platinum Gold Silver

F U N C T I O N S P A C E R E Q U E S T






There is a fee of $300 to reserve function space for exhibitors and scholarship sponsors. The function fee is waived for Diamond, Platinum, Gold, and Silver Sponsors. Diamond, Platinum, Gold, and Silver Sponsors will be given priority access to function space.

Advanced Payment Is Required



This completed form MUST be returned to Andrea Blake - [email protected]

Policy Acknowledgment and Sponsor/Exhibitor Release – Signature is requiredIn consideration of receipt of the booth(s) and/or sponsorship(s) assigned to the Exhibitor/Sponsor, Exhibitor/Sponsor agrees to the terms and conditions contained in the Exhibitor/Sponsor Regulations, receipt of a copy of which is hereby acknowledged:

Signature ____________________________________________ Print Name ______________________________________________ Date_______________

Please note affiliate events that involve attendees may not be scheduled during the following Institute programming: Monday, January 14 Program Sessions 9:00 a.m. - 12:15 p.m. & 2:00 - 5:15 p.m. and Welcome Reception: 6:00-7:00 p.m.

Tuesday, January 15 Program Sessions 9:00 a.m.-12:35 p.m. & 2:00-5:35 p.m.

Wednesday, January 16 Program Sessions 9:00 a.m.-12:35 p.m. & 2:00-5:20 p.m.

Thursday, January 17 Program Sessions 9:00 a.m.-12:35 p.m. & 2:00-5:20 p.m.

Friday, January 18 Program Sessions 9:00 a.m. - 12:00 p.m.

Provide the names of your Exhibit Booth Representatives

Each exhibit booth includes exhibit hall badges and access for up to four (4) booth representatives. If two or more exhibit booth spaces are reserved, each additional booth includes two (2) exhibit hall badges. Platinum Sponsors receive six (6) included booth representative badges. Diamond sponsors receive ten (10) included booth representative badges. The fee for additional booth representatives is $150 per person and can be paid online or by check.

Booth representatives are not permitted to attend educational sessions.

Please submit the names of your representatives exactly as they should appear on their name badges by December 10, 2018.


The fee for additional booth representatives is $150 per person.


Checks: Please make checks payable to the University of Miami School of Law and mail payment and completed application to: Andrea Blake, Heckerling Institute, University of Miami School of Law, 1311 Miller Drive, F-201, Coral Gables, FL 33146. This completed form MUST be returned to Andrea Blake at [email protected] by December 10, 2018.

1 _______________________________________________________

2 _______________________________________________________

3 _______________________________________________________

4 _______________________________________________________

5 _______________________________________________________

6 _______________________________________________________

7 _______________________________________________________

8 ________________________________________________________

9 ________________________________________________________

10 _______________________________________________________

11 _______________________________________________________

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E X H I B I T B O O T H R E P R E S E N T A T I V E S



Company Information




Sponsor/Exhibitor Designated Attendee Registration Form 53rd Annual Heckerling Institute on Estate Planning™ u Orlando World Center Marriott Resort

January 14 – 18, 2019

2 WAYS TO REGISTER

Email: [email protected]

OR

Mail this form to: Heckerling InstituteUniversity of Miami School of Law1311 Miller Drive, Room F-201Coral Gables, Florida 33146

PLEASE DO NOT SEND REGISTRATION BY MULTIPLE METHODS

Due Date: November 7, 2018 to be included in the Conference Guide and Registration List

For conference registration, continuing education credit or general information: www.law.miami.edu/heckerling or 305-284-4762

For questions related to Exhibitor/Sponsor registration, please contact Andrea Blake at:[email protected] or 305-284-3179

CONTACT INFORMATION

Name of Sponsor/Exhibitor Company Providing Registration (required)

Attendee Name

Nickname (for name badge)

Company

Mailing Address

City State Zip

Telephone

Attendee Email

Omit name from Conference Guide First-Time Registrant

University of Miami School of Law Alumni: J.D. or LL.M.

INSTITUTE MATERIALS

Includes: one set of materials, on-site materials access for web-enabled smart phones and tablets, Monday evening Welcome Reception, continental breakfasts, and networking breaks.

Materials – Advanced materials selection is required, on-site availability may be limited

Print Materials USB Flash Drive

Optional Additional Materials $250 (limit one)*Print Materials USB Flash Drive

*Mail check payable to the University of Miami School of Law

IMPORTANT INFORMATION

This form should only be used to register the individual who will attend the Institute educational sessions, receive materials and receive continuing education credit.

Please note that only ONE complimentary attendee registration is included with each exhibit booth. Sponsorships may include additional complimentary registrations as outlined.

Please complete and return this form by November 7, 2018 to be included in the Conference Guide and Registration List.

CONTINUING EDUCATION CREDIT Please indicate all professions and states for which you wish to receive continuing education credit.

Attorney State(s)

Accountant State(s)

Insurance State(s)

CFP Trust Officer Investment Advisor Paralegal

IRS Enrolled Agent IRS Tax Return Preparer Educator

Other

For administrative use only

Payment: Check #: $

Registered:

CONCURRENT SESSIONS

@

The special sessions and fundamentals programs run concurrently on Wednesday and Thursday afternoons. Please register for either the fundamentals program or the special sessions during those times.

THURSDAY AFTERNOON 2:00 - 5:20 p.m.

Fundamentals Program: Life Cycle of a CharityOR

III-A III-B III-C III-D III-E III-FAND

IV-A IV-B IV-C IV-D IV-E

WEDNESDAY AFTERNOON 2:00 - 3:30 p.m.

Fundamentals Program: Evolutionary PlanningOR

I-A I-B I-C I-D I-E I-F

AND

WEDNESDAY AFTERNOON 3:50 - 5:20 p.m.

Fundamentals Program: Post-Mortem PlanningOR

II-A II-B II-C II-D II-E II-F

53rd AnnualHeckerling Institute

on Estate Planning

Sponsor Prospectus

January 14-18, 2019

Orlando World Center MarriottOrlando, Florida

Reach thousands within your target audience and gain brand exposure with event sponsorship

www.law.miami.edu/Heckerling

3,300+ attendees

5 days of learning

75+ speakers

140+ sponsors & exhibitors

76%of attendees have

15+ years of estate planning experience

What heckerling Offers

Attorneys

CPAs

CFPs

Insurance

Trust Officers

Investment Advisors

First Time Registrants

92%of exhibitors had

ample time to interact with attendees

96%of exhibitors plan to

return next year

24:1Ratio of attendees

to exhibitors

2018 exhibitOr results

attendee demOgraphics


The Heckerling Institute is the premier conference for estate planning professionals attracting over 3,300 attendees and over 140 exhibitors and sponsors at the 2018 Institute. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and non-profit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

We offer a variety of sponsorship opportunities designed to showcase your brand to your target audience. All sponsorship levels outlined in this packet will provide exposure to experienced professionals from across the nation and around the world.

Our industry continues to evolve and the Institute is dedicated to bringing estate planning professionals together face-to-face to learn, grow, adapt, and prepare for the future.

I invite you to join us for the 53rd Annual Heckerling Institute on Estate Planning on January 14-18, 2019 in Orlando, Florida.

Sincerely,

Andrea BlakeAssistant DirectorHeckerling Institute on Estate [email protected] (305) 284-3179


2019 SPOnSORSHIP OPPORtunItIES

diamOnd platinum gOld silver

$28,000 $18,000 $12,000 $7,000Exhibit Hall SpaceExhibit space and location priority

20’ x 20’Deluxe Suite$19,000 value

10’ x 20’Junior Suite$9,000 value

10’ x 10’Booth$4,000 value

OptionalPurchase($4,000)

Conference RegistrationsAccess to educational programming, Institute materials, exhibit hall, and welcome reception

Four$4,480 value

Three$3,360 value

Two$2,240 value

One$1,120 value

Booth RepresentativesBooth representatives are permitted to access the exhibit hall and welcome reception

Ten$900 value

Six$300 value

Four Four(with optional booth purchase)

Logo Included in Conference GuideThe Conference Guide is distributed to all attendees Pre-Institute Mailing List - $800 valueMailing labels for one-time, pre-conference usage available only to sponsors and exhibitors. Pre-printed address labels provided.

On-Site Meeting or Function Space - $300 valueExclusive access to meeting space for social and marketing events. Meeting space is only available to sponsors, exhibitors, and scholarship donors.

Sponsor Recognition Signage in Exhibit HallCompany logo prominently displayed in exhibit hall Conference Guide Advertisement Full Page Color

$2,800 valueFull Page B&W$1,800 value

Half Page B&W$1,300 value

OptionalPurchase

Recognized as a Sponsor on Mobile App Logo Displayed in Institute BrochureReaches over 150,000 industry professionals. Deadline for logo to be included in brochure: June 20, 2018

Recognition in Main Meeting RoomCompany logo displayed during breaks on screens in the main meeting rooms and on the hotel channel

Hospitality Suite Signage Company logo displayed in suite frequented by the Institute Faculty and Advisory Committee

Logo with Link on the Institute Website Company Logo, Description, and Link to Website on Mobile App Acknowledgement During the Director’s Opening Remarks

QuEStIOnS?Contact Andrea Blake at [email protected] or (305) 284-3179

Sponsorships and exhibit hall space subject to availability and approval by the Institute

SOLD OUT!

mailto:[email protected]


ExHIbIt HAll

SCHEdulE At A GlAnCE

SUNDAY, JANUARY 13, 2019

12:00 pm - 8:00 pm Exhibitor set up

MONDAY, JANUARY 14, 2019

7:00 am - 4:00 pm6:00 pm - 8:00 pm

Exhibit hall openWelcome reception in exhibit hall

8:00 am - 9:00 am9:00 am - 5:15 pm

Break - 10:30 - 10:45 amLunch - 12:15 - 2:00 pmBreak - 3:30 - 3:45 pm

Continental breakfastInstitute programming

TUESDAY - THURSDAY, JANUARY 15 - 17, 2019

8:00 am - 5:30 pm Exhibit hall open8:00 am - 9:00 am9:00 am - 5:20 pm

Break - 10:40 - 10:55 amLunch - 12:35 - 2:00 pmBreak - 3:30 - 3:50 pm


FRIDAY, JANUARY 18, 2019

8:00 am - 12:00 pm Exhibit hall open

8:00 am - 9:00 am9:00 am - 12:00 pm

Break - 10:40 - 10:50 am


12:00 pm - 4:00 pm Exhibitor breakdown

Schedule subject to change


A lA CARtE OPPORtunItIES

WELCOME RECEPTION$5,000The Monday evening Welcome Reception in the exhibit hall is open to all Institute attendees and is the largest networking event at the Institute.

Each sponsorship includes two company branded, fully open bars. Bars will be placed in close proximity to sponsor’s exhibit booth.Six sponsorships available

GUEST ROOM KEY SPONSOR$7,000A great way to make a first impression! Includes production of guest room key cards with your full color logo and distribution to the nearly 2,000 attendees that stay on site. One sponsorship available

PEN SPONSOR$5,000Your single-color logo will be printed alongside the Heckerling Institute logo on the official Institute ink pens distributed to all attendees.One sponsorship available

SOLD OUT!

SOLD OUT!



NOTEPAD SPONSOR$5,000Your single-color logo will be printed at the bottom of the official Institute notepads distributed to all attendees.One sponsorship available

MEETING ROOM POWER STRIPS$3,500Attendees are always grateful to have power available to keep their devices up and running during our programming. This is an opportunity to have your company’s name prominently displayed on tent cards at the power strips in the presentation rooms.Three sponsorships available

SOLD OUT!

ELEVATOR FLOOR ADVERTISING$3,500With nearly 2,000 attendees staying on site, your message is sure to get noticed. Each opening of the door will reveal your ad, adhered to the floor of the elevator. Three sponsorships available (one per main lobby glass elevator)



MEDIA TABLE$1,500Display and distribute samples of your magazine or newsletter to over 3,300 attendees from a designated media table in our exhibit hall.Materials must be provided free of charge. Media table is not attended.

HECKERLING GRADUATE PROGRAM IN ESTATE PLANNING SCHOLARSHIP SPONSOR$3,500The University of Miami School of Law offers a Graduate Program in Estate Planning taught by the nation’s leading experts. This opportunity supports the Heckerling Graduate Program, educating the industry’s finest estate planning attorneys. Scholarship sponsor names will be displayed on screens in the main meeting rooms as well as in the Conference Guide. Scholarship sponsors will be considered affiliates and will have access to on-site function space ($300 fee) and to the one-time, pre-Institute mailing list labels ($800 fee). Exhibit space not included.

WATER COOLER SPONSOR$3,500Display your logo and promote your brand location in full color on highly visible water coolers located in the main meeting areas.Two sponsorships available


COnFEREnCE GuIdE AdvERtISEMEnt

Full page color adReserved for Diamond Sponsors8 3/8” x 10 3/4” / full 1/8” bleed

Complimentary with

Diamond Sponsorship

Full page black and white ad8” x 10” / no bleed $1,800

Complimentary with Platinum Sponsorship

Half page black and white ad7.5” x 5.5” / no bleed $1,300

Complimentary

with GoldSponsorship

Upgrade half page Gold Sponsorship ad to full page black and white ad $500


PASt SPOnSORS InCludE


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Cypress BallroomGrand & Crystal Ballrooms

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How and when are booth locations determined?Subject to availability, Diamond and Platinum Sponsors may select a booth location. All other sponsors will be given priority in booth assignment. Exhibitors will be assigned booth locations at the discretion of the Heckerling Institute. Booth number(s) will be sent out with a confirmation email in October.

How can I host a function during Institute week?Approved sponsors and exhibitors must complete the function space request form. Please include specific information about the nature of the event, day and time, number of expected attendees, and whether the function will have a speaker or programming. The request must include a detailed description of the content of any programming. Programming and presentations may only provide information related to the vendor’s products or services. General educational programming on substantive topics will not be approved. After your meeting request has been approved, you will be given contact information for an event manager at the Orlando World Center Marriott who will assist you with the event.

What are the restrictions on hosting a function?All functions held during Institute week must be pre-approved. There is a $300 function fee to reserve space (waived for Diamond, Platinum, Gold, and Silver Sponsors). Any event must relate to marketing, networking, or product demonstration. Educational presentations will not be approved. If your function will include programming or a speaker, an outline of the presentation must be submitted with your function space request form. Functions may not take place during Institute programming hours.

When is the mailing list sent out?The mailing list is provided in the form of printed address labels that can be used for a one-time, pre-Institute mailing. Labels may not be duplicated or used for any other purpose. The mailing list is sent out in early December in order to maximize the number of attendee names included on the list. Only one list is created each year. The mailing list is available to registered sponsors and exhibitors (additional charge for exhibitors). Labels will not be sent unless we have received payment and a signed Mailing List Rental Agreement. Violation or misuse of the mailing labels may result in immediate dismissal from the current Institute, future Institutes, as well as other disciplinary or legal action.

What furnishings are included with my booth?All booth types are unfurnished. Standard single booth spaces are 10’ x 10’ and have an 8’ pipe and drape backing and 3’ side walls. Furnishings may be arranged through Vista South Convention Services.

Are meals or refreshments provided?Exhibitors and Sponsors wearing their exhibit hall badge are entitled to continental breakfast and refreshments served in the exhibit hall.

ExHIbItOR FAQS


lOCAtIOn InFORMAtIOn

Group rate: $280 per night + taxIncludes complimentary internet for Marriott Rewards members

Reservations: (888) 789-3090http://book.passkey.com/go/ Heckerling2019

COntACt

Assistant DirectorHeckerling Institute on Estate PlanningUniversity of Miami School of Law

(305) [email protected]@law.miami.edu

Andrea Blake

www.law.miami.edu/heckerling

Orlando World Center Marriott(Headquarters hotel)

8701 World Center DriveOrlando, FL 32821

Alternate hotel options with complimentary shuttle service available on our website www.law.miami.edu/heckerling.

Courtyard Orlando Lake Buena Vista in the Marriott Village

8623 Vineland AvenueOrlando, FL 32821

Exhibitor rate: $164 per night + taxLimited quantity, exclusive rate for sponsors and exhibitorsComplimentary shuttle service to and from the Orlando World Center Marriott

https://book.passkey.com/go/ HeckerlingStaffMV

http://book.passkey.com/go/Heckerling2019

http://book.passkey.com/go/HeckerlingStaffMV

53rd Annual Heckerling Institute on Estate Planning ......Selection of Sponsors and Exhibitors The...

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