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.
37thAnnual Duke University Estate Planning Conference
October 15 – 16, 2015
|Thursday, October 15|
|7:00 – 8:15am||Registration & Continental Breakfast|
|8:15 – 8:30am||Welcome & Opening Remarks|
|8:30 – 9:30am||Topic: Review of the Past Year’s Significant, Curious or Downright Fascinating Fiduciary Cases
Speaker: Dana G. Fitzsimons Jr.
|9:30 – 9:40am||Break|
|9:40 – 11:10am||Topic: The Estate Planner’s Perspective on Recent Developments — The Year in Review
Speaker: John B. O’Grady
|11:10 – 11:20am||Break|
|11:20 – 12:20pm||Topic: Venn Diagrams: The Intersection of Estate & Income Tax (Planning in the ATRA-Math)
Speaker: Paul S. Lee, J.D., LL.M.
|12:20 – 1:20pm||Lunch|
|1:20 – 2:20pm||Topic: Coping with Death and Incapacity in the Digital Age—How UFADAA Will Help
Speaker: Suzanne Brown Walsh
|2:20 – 2:30pm||Break|
|2:30 – 3:30pm||Topic: Ethics and Technology in a Trusts and Estates Practice
Speakers: David E. Lieberman and Steven K. Mignogna
|3:30 – 3:40pm||Break|
|3:40 – 4:55pm||Topic: Getting to “Yes” with Your Client’s IRA Custodian
Speakers: Svetlana V. Bekman and Timothy H. Guare
|Friday, October 16|
|8:00 – 8:30am||Continental Breakfast|
|8:30 – 9:30am||Topic: Trust Design: The Most Important Part of the Estate Plan
Speaker: David A. Handler, P.C.
|9:30 – 9:40am||Break|
|9:40 – 10:40am||Topic: Philanthropic Planning: Designing and Defending Charitable Gift Opportunities with Non-Liquid Assets
Speaker: Donald M. Etheridge, Jr.
|10:40 – 10:50am||Break|
|10:50 – 12:05pm||Topic: Trustee Compliance with the Prudent Investor Rule and its Evolving Progeny: Investing for Total Return Versus a Certain Level of Traditional Income
Speakers: Benjamin H. Pruett, Brett D. Sovine, and Julian W. Walker, Jr.
|12:05 – 1:05pm||Lunch|
|1:05 – 2:05pm||Topic: Ticking Time Bombs in the GST Tax
Speaker: Thomas W. Abendroth
|2:05 – 2:15pm||Break|
|2:15 – 3:15pm||Topic: Putting “Success” Back into Business Succession
Speaker: Thomas J. Pauloski, J.D.