About Us
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.
45th Annual Duke University Estate Planning Conference
October 19-20, 2023
| Thursday, October 19 | |
|---|---|
| 7:00 – 8:15 am | Registration & Continental Breakfast |
| 8:15 – 8:30 am | Welcome & Opening Remarks |
| 8:30 – 9:30 am | Topic: Recent Developments in Wealth Planning and Transfer Tax Speaker: Tom Abendroth |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: No contest clauses: Striking terror into the hearts of anyone seeking to undermine testamentary intent? Speaker: Meghan Hubbard |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: Inbound Investment into U.S. Markets Speaker: Scott Bowman |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: The Estate Planner’s Guide to Religious Implications in Estate Planning Speaker: Stacy Singer |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: Medicare Planning for High Income Clients Speaker: John Goldsbury |
| 3:10 – 3:20 pm | Break |
| 3:20 – 4:20 pm | Topic: Drafting Charitable Gift Agreements to Stand the Test of Time Speaker: Alan Rothschild, Jr. |
| 4:20 – 5:20 pm | Topic: The Evolution of the SECURE Act: Proposed Regulations and SECURE 2.0 Speakers: Larry Rocamora and Christina Hinkle |
| Friday, October 20 | |
|---|---|
| 8:00 – 8:30 am | Continental Breakfast |
| 8:30 – 9:30 am | Topic: Gift Return Mistakes (ETHICS) Speaker: Christine Wakeman |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: Problems with Marital Deduction Planning Speaker: Stuart Dorsett |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: Not Too Rich, Not Too Poor – Goldilocks Planning for the Middle-Rich Clients Who Need Our Help Speaker: Turney Berry |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: Reality versus Scary Theory: What’s really going on these days in Estate and Gift Tax Audits, and Approaches to Avoid Turning a Sunny Day (good result) into a Cloudy One (bad result) Speaker: Lou Harrison |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: You’re Fired! Why, When, and How to Fire Clients Speaker: Bruce Stone |
| 3:10 – 3:20 pm | Break |
| 3:20 – 4:20 pm | Topic: Challenges Cometh: Demographics, Disability and Declining Availability of Adequate Medicaid Funded Supports for Seniors and those with Special Needs Speaker: Tara Pleat |
| 4:20 – 5:20 pm | Topic: North Carolina 2023 Statutory Updates: An overview of the latest Legislative Developments Speakers: Catherine Wilson and Judy Linvill |
Register
Registration
October 19 – 20, 2023
Duke University School of Law
Durham, NC
Registration Ends October 9!
$625.00 ‑ regular registration ($590 if you register before September 1st)
IRS or Duke Employee/Student Discount
A rate of $300 per IRS or Duke Employee/Student registrant will be given.
Cancellation Policy
There is a 100% refund for those who cancel before October 2, 2023. No refunds will be given after October 2, 2023.
Materials
The conference materials will be distributed electronically a few days prior to the start date. If you wish to purchase a printed copy of the materials, you may do so at a later date.