About

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.

40th Annual Duke University Estate Planning Conference

October 11-12, 2018

 

Thursday, October 11, 2018

7:00 – 8:15 am Registration & Continental Breakfast
8:15 – 8:30 am Welcome & Opening Remarks
8:30 – 9:30 am Topic:  Estate Planning Recent Developments: The Good, the Bad, and the Ugly

Speakers:  Stephen R. Akers and Beth Shapiro Kaufman

9:30 – 9:40 am Break
9:40 – 10:40 am Topic:  Estate Planning Recent Developments: Planning Ideas to Die For (Preferably Before 2026)

Speakers: Stephen R. Akers and Beth Shapiro Kaufman

10:40 – 10:50 am Break
10:50 – 11:50 am Topic:  Planning for Beneficiaries with Special Needs

Speaker:  Kristen M. Lewis

11:50 – 1:00 pm Lunch
1:00 – 2:00 pm Topic:  Do Trusts Really Create Trust Fund Babies?

Speaker:  Thomas W. Abendroth 

2:00 – 2:10 pm Break
2:10 – 3:10 pm Topic:  I Want a “Do-Over”: 9100 Relief For Missed Tax Elections

Speaker:  Douglas L. Siegler

3:10 – 3:20 pm Break
3:20 – 4:20 pm Topic: Drafting Powers of Attorney under the New Uniform Act

Speakers:  Elizabeth K. Arias and James P. Cox, III

4:20 – 5:20 pm Topic:  Estate Planning Survival

Speakers:  Anne M. McKinney and Jeffrey A. Zaluda

 

Friday, October 12, 2018

8:00 – 8:30 am Continental Breakfast
8:30 – 9:30 am Topic: Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases

Speaker:  Dana G. Fitzsimons, Jr.

9:30 – 9:40 am Break

 

9:40 – 10:40 am Topic:  Basis for Comparison: How Income Tax Management Is Changing the Face of Estate Planning

Speaker:  Thomas J. Pauloski

10:40 – 10:50 am Break
10:50 – 11:50 am Topic: Charitable Potpourri

Speakers:  Douglas W. Benson, Phillip H. Buchanan, and Donald M. Etheridge, Jr.

11:50 – 1:00 pm Lunch
1:00 – 2:00 pm Topic:  Post-Mortem Administration Issues and How to Prevent Them

Speakers: Amy G. Doehring and Nicole K. Mann

2:00 – 2:10 pm Break
2:10 – 3:10 pm Topic:  Know Thy IRA Custodian—So You Can Better Serve Your Clients

Speaker:  Svetlana V. Bekman

3:10 – 4:10 pm Topic:  Ethical Considerations in Working with Closely Held Businesses

Speakers:  Charles D. Fox IV and Mary F. Radford