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 |
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Wednesday, October 20 |
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| 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 |
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Thursday, October 21 |
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| 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 |
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Friday, October 22 |
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| 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 |
Register
Registration
October 19-22, 2021 (Virtual)
Duke University School of Law
Durham, NC
Registration (ELECTRONIC MATERIALS ONLY!)
$375.00 ‑ regular registration
IRS or Duke Employee Discount
A rate of $300 per IRS or Duke Employee registrant will be given.
Cancellation Policy
There is a 100% refund for those who cancel before October 11, 2021. No refunds will be given after October 11, 2021