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SAVE THE DATE!

39TH ANNUAL DUKE ESTATE PLANNING CONFERENCE:

OCTOBER 12 – 13, 2017

 

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.

39th Annual Duke University Estate Planning Conference

October 12-13, 2017

 

Thursday, October 12

7:00 – 8:15 am Registration & Continental Breakfast
8:15 – 8:30 am Welcome & Opening Remarks
8:30 – 9:30 am Topic:  Recent and Pending Transfer Tax Developments – Part I

Speakers:  Ronald D. Aucutt and Stephen Akers

9:30 – 9:40 am Break
9:40 – 10:40 am Topic:  Recent and Pending Transfer Tax Developments – Part II

Speakers:  Ronald D. Aucutt and Stephen Akers

10:40 – 10:50 am Break
10:50 – 11:50 am Topic:  Fiduciary Litigation Topics in Depth

Speaker:  Jessica Uzcategui

11:50 – 1:00 pm Lunch
1:00 – 2:00 pm Topic:  Asset Protection after 20 Years

Speaker:  Jack Terrill, II

2:00 – 2:10 pm Break
2:10 – 3:10 pm Topic:  The Tax and Practical Basics of Private Foundations

Speaker:  Alan Rothschild

3:10 – 3:20 pm Break
3:20 – 4:20 pm Topic:  Art in Estate Planning and Administration

Speaker:  Anne-Marie Rhodes

4:20 – 5:20 pm Topic:  Pixar for Estate Planners: Who Gets Your Digital Stuff When You’ve Logged Off for the Final Time

Speaker:  Robert Kirkland

Friday, October 13, 2017
8:00 – 8:30 am Continental Breakfast
8:30 – 9:30 am Topic:  Income Tax Developments

Speaker:  Andrea Chomakos

9:30 – 9:40 am Break
9:40 – 10:40 am Topic: Discretionary Distributions

Speaker:  Hugh Magill

10:40 – 10:50 am Break
10:50 – 11:50 am Topic:  Binding Fiduciaries

Speaker:  Melissa Willms

11:50 – 1:00 pm Lunch
1:00 – 2:00 pm Topic:  I Have It Because Mom Liked Me The Best: How to Help Protect Vulnerable Seniors From Financial Exploitation

Speaker:  Stuart Bear

2:00 – 2:10 pm Break
2:10 – 3:10 pm Topic:  Internal Affairs: Ethical Challenges in a Trusts and Estates Practice

Speaker:  Beth Kaufman and Randy J. Curato

3:10 – 4:10 pm Topic:  International

Speaker:  Read Moore