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 Speaker: 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 Speaker: Charles D. Fox IV |
| 11:10 – 11:20am | Break |
| 11:20 – 12:20pm | Topic: Estate Planning for IRAs Speaker: 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 Speaker: Robert T. Danforth |
| 3:30 – 3:45pm | Break |
| 3:45 – 4:45pm | Topic: Surviving a Gift Tax Audit Speaker: James W. Narron |
| 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 Speaker: Richard B. Robinson |
| 10:30 – 10:45am | Break |
| 10:45 – 11:45am | Topic: The New Genesis in Estate Planning: Assisted Reproductive Technology Speaker: Bruce Stone |
| 11:45 – 12:45pm | Lunch |
| 12:45 – 1:45pm | Topic: Ethical Challenges Posed by Transfers Among Family Members Speakers: 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 Speaker: Stephanie Loomis-Price |
| 2:45 – 3:00pm | Break |
| 3:00 – 4:00pm | Topic: Is Life Insurance Still Relevant in 2013? Speaker: Mary Ann Mancini |
| 4:00 – 5:00pm | Topic: Exempt Organizations, Charitable Gifts and Planning – A Panel Discussion Panel: Donald M. Etheridge, Jr., Ralph McCaughan, Richard L. Schmalbeck and Michael C. Sholtz |
