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.


34thAnnual Duke University Estate Planning Conference

October 18 – 19, 2012

Thursday, October 18
7:00 – 8:15am Registration & Continental Breakfast
8:15 – 8:30am Welcome & Opening Remarks
8:30 – 9:45am Topic: Let My Trustees Go! Planning to Minimize or Avoid State Income Taxes on Trusts
Richard W. Nenno
9:45 – 10:00am Break
10:00 – 11:00am Topic: Fixing Broken Trusts: The Uniform Trust Code has made this harder!
Alan S. Acker
11:00 – 12:00pm Topic: U.S. Transfer Tax Planning for the Nonresident Alien: The Basics (and a Little Bit Beyond)
Speaker: Douglas L. Siegler
12:00 – 1:00pm Lunch
1:00 – 2:00pm Topic: Steering the Fiduciary Through the Shoals of Surcharge: Recent Voyages Past (or onto) the Reefs
Speaker: Bruce S. Ross
2:00 – 3:00pm Topic: Planning for the Challenges of 2013
Speaker: Ronald D. Aucutt
3:00 – 3:15pm Break
3:15 – 5:15pm Topic: Notable Developments of Interest to Estate Planners
Turney P. Berry


Friday, October 19
8:00 – 8:30am Continental Breakfast
8:30 – 10:00am Topic: What Every Estate Planner Needs to Know about Elder Law and Long-Term Care Planning
Speakers: Anne M. McKinney and Kelly Guyton Frere
10:00 – 10:15am Break
10:15 – 11:30am Topic: Tax and Non-Tax Aspects of Business Succession Planning
Farhad Aghdami
11:30 – 12:30pm Lunch
12:30 – 2:00pm Topic: Safely Navigating the Charitable Giving Rules
Speakers: Jerry J. McCoy and Michele A. W.  McKinnon
2:00 – 3:00pm Topic: The Illusory Asset Protection of LLCs
Thomas W. Abendroth
3:00 – 3:15pm Break
3:15 – 5:15pm Topic: Ethical Tax Practice
Speakers: Maria M. Lynch and C. Gray Johnsey