About Us

Conference Objectives & Description

This four day virtual 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.

 

43rd Annual Duke University Estate Planning Conference

October 19-22, 2021 (Virtual)

 

Tuesday, October 19

 

8:00 – 8:10 am Welcome & Opening Remarks
8:10 – 9:15 am Topic:  Recent Developments in Estate Planning and the Administration of Estates and Trusts

Speaker:  Charles D. (“Skip”) Fox IV

9:15 – 9:20 am Break
9:20 – 10:25 am Topic:  Strategic Tax Planning for Businesses after 2020 Elections

Speaker:  Steve B. Gorin

10:25 – 10:30 am Break
10:30 – 11:35 am Topic:  Can a CRT Stretch an Inherited IRA?

Speaker: Christopher R. Hoyt

11:35 – 11:40 am Break
11:40 am – 12:45 pm Topic:  Planning for the Family Cabin – Identifying the Issues and Creative Solutions

Speaker:  Wendy S. Goffe

 

Wednesday, October 20

8:10 – 9:15 am Topic:  Washington Update:  A View from Inside the Beltway

Speaker:  Beth Shapiro Kaufman

9:15 – 9:20 am Break
9:20 – 10:25 am Topic: A Fiduciary Income Tax Potpourri “2.0”

Speakers: Kevin M. Barry  and Jeffrey F. Winter

10:25 – 10:30 am Break
10:30 – 11:35 am Topic:  Community Property Issues for Common Law State Clients

Speaker: Daniel J. Durst

11:35 – 11:40 am Break
11:40 am – 12:45 pm Topic:  North Carolina State Law Recent Developments

Speakers: Stephen A. Brown and Chadwick I. McCullen

 

Thursday, October 21

8:35 – 9:40 am Topic: Hindsight’s 20/20: A Discussion of Notable (or At Least Interesting) Recent Fiduciary Litigation Cases

Speaker:  Keri D. Brown

9:40 – 9:45 am Break
9:45 – 10:50 am Topic:  Old Dog or New Trick? The Evolution of Joint Spousal Trusts in Today’s Estate Planning

Speaker:  Robert K. Kirkland

10:50 – 10:55 am Break
10:55 am – 12:00 pm Topic: How Artificial Intelligence will Affect Estate Planning (and more)

Speakers: Jonathan G. Blattmachr and Jeff Glickman

 

Friday, October 22

8:35 – 9:40 am Topic:  Nonprobate Transfers:  The Good, the Bad and the Ugly

Speaker:  Thomas W. Abendroth

9:40 – 9:45 am Break
9:45 – 10:50 am Topic: Biden My Time: Flexible Strategies for an Uncertain Future

Speaker:  Thomas J. Pauloski

10:50 – 10:55 am Break
10:55 am – 12:00 pm Topic:  Drafting Medical Powers of Attorney and Advance Directives (with Forms)

Speaker: Elizabeth R. Carter