36th Annual Duke Estate Planning Conference October 16-17, 2014

Conference Objectives & Description

This two day conference consists of a series of lecture sessions designed to examine in detail current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques to a multitude of diverse and complex problems; and to provide a forum for the discussion of important estate planning problems and their solutions. Sessions will be led by a group of conference faculty members comprised of estate planning and tax practitioners and legal scholars. Faculty members have been selected for their knowledge of the subjects, presentation skills, and ability to communicate.


35thAnnual Duke University Estate Planning Conference

October 17 – 18, 2013

Thursday, October 17
7:00 – 8:15am Registration & Continental Breakfast
8:15 – 8:30am Welcome & Opening Remarks
8:30 – 9:30am Topic: Estate Planning in the New Age of Certainty
Thomas W. Abendroth
9:30 – 9:40am Break
9:40 – 11:10am Topic: Recent Developments in Estate Planning, Estate and Gift Taxation, and Estate and Trust Administration
Charles D. Fox IV
11:10 – 11:20am Break
11:20 – 12:20pm Topic: Estate Planning for IRAs
Christoper R. Hoyt
12:20 – 1:20pm Lunch
1:20 – 2:30pm Topic: Aging in Place: How to Maintain True Independence*
Speaker: Keith Klovee-Smith
2:30 – 3:30pm Topic: Planning with Grantor Trusts
Benjamin S. Candland
3:30 – 3:45pm Break
3:45 – 4:45pm Topic: Surviving a Gift Tax Audit
James W. Narron
*this portion of the program will not be available to the online / live webcast audience
Friday, October 18
8:00 – 8:30am Continental Breakfast
8:30 – 9:30am Topic: The Tools of Domestic and International Asset Protection
Speaker: Elizabeth L. Morgan
9:30 – 10:30am Topic: Estate Planning Challenges for Pass Through Entities
Richard B. Robinson
10:30 – 10:45am Break
10:45 – 11:45am Topic: The New Genesis in Estate Planning: Assisted Reproductive Technology
Bruce Stone
11:45 – 12:45pm Lunch
12:45 – 1:45pm Topic: Ethical Challenges Posed by Transfers Among Family Members
Mary F. Radford and Hugh Kendall
1:45 – 2:45pm Topic: Protecting the Fiduciary and the Family Farm Simultaneously: Business Interests in Trusts and Estates
Stephanie Loomis-Price
2:45 – 3:00pm Break
3:00 – 4:00pm Topic: Is Life Insurance Still Relevant in 2013?
Mary Ann Mancini
4:00 – 5:00pm Topic: Exempt Organizations, Charitable Gifts and Planning – A Panel Discussion
Donald M. Etheridge, Jr., Ralph McCaughan, Richard L. Schmalbeck and Michael C. Sholtz