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.
41st Annual Duke University Estate Planning Conference
October 10-11, 2019
Thursday, October 10
| 7:00 – 8:15 am | Registration & Continental Breakfast |
| 8:15 – 8:30 am | Welcome & Opening Remarks |
| 8:30 – 9:30 am | Topic: QSBS: The Quest for Quantum Exclusions (Queries, Qualms & Qualifications)
Speaker: Paul S. Lee |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: Saving the Retirement Nest Egg – Recent Developments in Estate Planning for Retirement Assets
Speaker: Robert K. Kirkland |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: State Income Taxation of Non-Grantor Trusts
Speaker: Richard W. Nenno |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: The Future is Here: Dealing with Cryptocurrencies in Tax and Estate Planning
Speakers: Benetta P. Jenson and Suzanne Brown Walsh |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: Estate Planning Current Developments
Speakers: Steve R. Akers and Ronald D. Aucutt |
| 3:10 – 3:20 pm | Break |
| 3:20 – 4:20 pm | Topic: Estate Planning Current Developments
Speakers: Steve R. Akers and Ronald D. Aucutt |
| 4:20 – 5:20 pm | Topic: Evolutionary Planning: 20 or so Ways to Increase Client Happiness and Value to Your Practice with Planning Techniques (non-Tax) and Strategic Practice Techniques
Speaker: Louis S. Harrison |
| Friday, October 11 | |
| 8:00 – 8:30 am | Continental Breakfast |
| 8:30 – 9:30 am | Topic: What’s All the Fuss About Donor-Advised Funds?
Speaker: Edward J. Beckwith |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: Parenting from the Great Beyond: Planning for Clients with Minor Children
Speaker: Sarah M. Johnson |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: Estate Planning and Trust Management in a Brave New World: It’s All In the Family…What’s a Family?
Speaker: R. Hugh Magill |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: Will and Trust Caveats—What Every Estate Planner Should Know About the Litigation of Caveats
Speakers: Elizabeth K. Arias, Lawrence A. Moye IV and Jesse A. Schaefer |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: Navigating the Common Issues That Result in Trustee Liability
Speaker: Thomas W. Abendroth |
| 3:10 – 4:10 pm | Topic: New issues and new considerations for the Structure and Formation of the Family Office
Speaker: Timothy Herbst |
Register
Registration
October 10-11, 2019
Duke University School of Law
Durham, NC
Registration
$525.00 ‑ regular registration (ELECTRONIC MATERIALS ONLY!)
$570.00 – registration with printed and electronic materials
Early registration: A discount of $35 per registration will be given to all those who register before August 31, 2019.
Group Registration
$450.00 ‑ group rate for organizations sending 3 or more (ELECTRONIC MATERIALS ONLY)
$495.00 – group rate with printed and electronic materials
Duke Law students will be free.
Registration Fee – electronic materials: $525 ($490 if registered before 8/31/19)
Registration fee includes all sessions, electronic copy of materials, continental breakfasts, and lunches.
Registration Fee – printed materials: $570 ($535 if registered before 8/31/19)
Registration fee includes all sessions, electronic and printed copy of materials, continental breakfasts, and lunches.
Early Registration Discount
A discount of $35 per registration will be given to all those who register before August 31, 2019.
Group Discount
A group discount rate of $450 per registrant will be given to companies who register 3 or more attendees from their company. This fee includes an electronic copy of materials. There is an additional charge of $45 per person for printed materials. All 3 registrants must be registered at the same time for discount to apply.
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 3, 2019 and have opted for electronic materials. There will be a $45 fee for registrants who cancel before October 3, 2019 and have opted for printed materials. No refunds will be given after October 3, 2019. In the event that the program is cancelled or postponed, we will not be responsible for any travel costs or expenses, including cancellation/change penalties assessed by airlines, travel agencies, or hotels.