About Us

Conference Objectives & Description

This four day virtual 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.

 

42nd Annual Duke University Estate Planning Conference

October 6-9, 2020 (Virtual)

Tuesday, October 6th

8:00 – 8:10 am Welcome & Opening Remarks
8:10 – 9:15 am Topic: Notable Developments of Interest to Estate Planners

Speaker:  Turney Berry

9:15 – 9:20 am Break
9:20 – 10:25 am Topic:  The SECURE (“Sending Everyone Cowering Under Reduced Expectations”) Act and Other Recent Developments in Estate Planning for Retirement Assets

Speaker:  Bob Kirkland

10:25 – 10:30 am Break
10:30 – 11:35 am Topic:   Substance over Form in Transfer Tax Adjudication

Speaker:  :  Richard Schmalbeck

11:35 – 11:40 am Break
11:40 am – 12:45 pm Topic:  Fundamentals of Life Insurance – What You Need to Know and What You Think You Know*

Speaker:  Lawrence Brody

Wednesday, October 7th

8:30 – 8:35 am Welcome & Opening Remarks
8:35 – 9:40 am Topic:  Avoid the Sting of Ignorance: Securities Law for Estate Planners

Speaker:  Jay Waxenberg and Anna Pinedo

9:40 – 9:45 am Break
9:45 – 10:50 am Topic:  Top Thirty Cases Under the Uniform Trust Code

Speaker:  David English

10:50 – 10:55 am Break
10:55 – 12:00 pm Topic:  Making Progress(ivity): Tax Proposals from the Campaign Trail
Speaker:  Beth Kaufman and Austin Bramwell

Thursday, October 8th

8:30 – 8:35 am Welcome & Opening Remarks
8:35 – 9:40 am Topic:  The State of Philanthropy in 2020:  Impact of Taxes and Other Factors on Donors

Speaker: Michele McKinnon

9:40 – 9:45 am Break
9:45 – 10:50 am Topic: Directed Trusts: Making Them Work

Speaker:   Richard Nenno

10:50 – 10:55 am Break
10:55 – 12:00 pm Topic:  What If Granny Wants to Gamble?  Balancing Vulnerability and Autonomy in the Golden Years

Speaker:   Mary Radford

Friday, October 9th

8:30 – 8:35 am Welcome & Opening Remarks
8:35 – 9:40 am Topic:   For Better, For Worse, For Richer, For Poorer:  Designing Trusts to Sustain the Long Haul

Speaker:  Christiana Lazo

9:40 – 9:45 am Break
9:45 – 10:50 am Topic:  Full Disclosure:  It’s a Matter of Trust

Speaker:  Tom Abendroth

10:50 – 10:55 am Break
10:55 – 12:00 pm Topic:  Ethics in the Movies: Lessons for Real-Life

Speaker:  Nancy Rapoport