About
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 Speaker: Richard W. Nenno |
| 9:45 – 10:00am | Break |
| 10:00 – 11:00am | Topic: Fixing Broken Trusts: The Uniform Trust Code has made this harder! Speaker: 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 Speaker: 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 Speaker: 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 Speaker: Thomas W. Abendroth |
| 3:00 – 3:15pm | Break |
| 3:15 – 5:15pm | Topic: Ethical Tax Practice Speakers: Maria M. Lynch and C. Gray Johnsey |
