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