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