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 |
Register
Registration
October 6-9, 2020 (Virtual)
Duke University School of Law
Durham, NC
Registration (ELECTRONIC MATERIALS ONLY!)
$375.00 ‑ regular registration
» Registration is closed
IRS or Duke Employee Discount
A rate of $300 per IRS or Duke Employee registrant will be given.
» Registration is closed
Cancellation Policy
There is a 100% refund for those who cancel before September 29, 2020. No refunds will be given after September 29, 2020.