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.
44th Annual Duke University Estate Planning Conference
October 13-14, 2022
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: Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases
Speaker: Dana G. Fitzsimons Jr. |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: The Alchemist’s Cookbook: Creative Uses of Grantor and Non-Grantor Trusts
Speaker: Austin Bramwell |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: The SECURE (“Setting Every Community Up For Retirement Enhancement” OR “Sending Everyone Cowering Under Reduced Expectations”) Act and Other Recent Development in Estate Planning for Retirement Assets
Speaker: Bob Kirkland |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: The Post-Mortem Right of Publicity: Defining it, Valuing it, Defending it and Planning for it
Speaker: Sharon L. Klein |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: A New Frontier: Estate and Tax Planning with Cryptocurrency
Speakers: Ross Bruch and Karin Prangley |
| 3:10 – 3:20 pm | Break |
| 3:20 – 4:20 pm | Topic: Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners
Speaker: Paul S. Lee |
| 4:20 – 5:20 pm | Topic: Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners
Speaker: Paul S. Lee |
| Friday, October 14 | |
| 8:00 – 8:30 am | Continental Breakfast |
| 8:30 – 9:30 am | Topic: Sincerity in Error – Common Errors and the Ethics of Correction
Speakers: Stephanie N. Ross and Lauren Wolven |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: Ten Common GST Planning Mistakes
Speaker: Brandon Ross |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: Impact Investing with Charitable Capital: A $1 Trillion Opportunity
Speaker: Jeff Johns |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: Principal & Income Act
Speaker: Tom Oehmler and Elizabeth Arias |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: Portability Revisited
Speaker: Allison Pfeifle |
| 3:10 – 3:20 pm | Break |
| 3:20 – 4:30 pm | Topic: Notable Developments of Interest to Estate Planners
Speaker: Turney P. Berry |
| 4:30 – 5:30 pm | Topic: North Carolina Update
Speakers: S. Kyle Agee and Kimberly J. Kirk |
Register
Registration
October 13-14, 2022 (in person)
Duke University School of Law
Durham, NC
Registration Ends October 3!
$525.00 ‑ regular registration ($490 if you register before September 1st)
IRS or Duke Employee/Student Discount
A rate of $300 per IRS or Duke Employee/Student registrant will be given.
Cancellation Policy
There is a 100% refund for those who cancel before October 3, 2022. No refunds will be given after October 3, 2022.
Materials
The conference materials will be distributed electronically a few days prior to the start date. If you wish to purchase a printed copy of the materials, you may do so by visiting this site.