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.
38thAnnual Duke University Estate Planning Conference
October 13 – 14, 2016
| Thursday, October 13 | |
| 7:00 – 8:15 am | Registration & Continental Breakfast |
| 8:15 – 8:30 am | Welcome & Opening Remarks |
| 8:30 – 9:30 am | Topic:Estate Planning in Today’s Political Environment: Washington Outlook Speaker: Ronald D. Aucutt |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: Advanced Planning with Generation-Skipping Transfers Speaker: Thomas W. Abendroth |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: Planning for Estates of Couples Under $10 Million Speaker: Stephen R. Akers |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: Charitable Gifts of Unusual Assets: Keeping the Donor at the Center of it All Speakers: Phillip H. Buchanan and Edward Beckwith |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: Powers of Appointment in the Current Planning Environment Speaker: Turney P. Berry |
| 3:10 – 3:20 pm | Break |
| 3:20 – 4:20 pm | Topic: Wealth Transfer Planning with Carried Interests in Hedge Funds and Private Equity Terms Speakers: N. Todd Angkatavanich and Richard L. Dees |
| 4:20 – 5:20 pm | Topic: The Prerogatives of Privileges: The Ethics of Protecting Our Planning Clients Speakers: Stephanie Loomis-Price |
| Friday, October 14 | |
| 8:00 – 8:30 am | Continental Breakfast |
| 8:30 – 9:30 am | Topic: New Developments in Estate, Gift, and Generation Skipping Taxes Speaker: Charles D. Fox IV |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: Triangulation – Integrating Life Insurance into the Estate and Investment Plans Speaker: Thomas J. Pauloski |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: Complying With the Consistency of Basis Rules and Other Practical Strategies for Filing Estate and Gift Tax Returns Speaker: Audrey G. Young |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: Modern Uses of Partnerships in Estate Planning Speaker: Paul S. Lee |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: Lessons Learned from Trust Officers Speakers: Julie Buschman, Kerri L.S. Mast, & Kristy Sides |
| 3:10 – 4:10 pm | Topic: A Whole New Playbook is Here – The Differing Roles Filled by the Trust Director Speakers: Kathleen R. Sherby |
