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.

Brochure for the 37th Annual Estate Planning Conference

38thAnnual Duke University Estate Planning Conference

October 13 – 14, 2016

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:Estate Planning in Today’s Political Environment: Washington Outlook
Ronald D. Aucutt
9:30 – 9:40 am Break
9:40 – 10:40 am Topic: Advanced Planning with Generation-Skipping Transfers
Speaker: Thomas W. Abendroth
10:40 – 10:50 am Break
10:50 – 11:50 am Topic: Planning for Estates of Couples Under $10 Million
Stephen R. Akers
11:50 – 1:00 pm Lunch
1:00 – 2:00 pm Topic: Charitable Gifts of Unusual Assets: Keeping the Donor at the Center of it All
Speakers: Phillip H. Buchanan and Edward Beckwith
2:00 – 2:10 pm Break
2:10 – 3:10 pm Topic: Powers of Appointment in the Current Planning Environment
Speaker: Turney P. Berry
3:10 – 3:20 pm Break
3:20 – 4:20 pm Topic: Wealth Transfer Planning with Carried Interests in Hedge Funds and Private Equity Terms
Speakers: N. Todd Angkatavanich and Richard L. Dees
4:20 – 5:20 pm Topic: The Prerogatives of Privileges: The Ethics of Protecting Our Planning Clients
Speakers: Stephanie Loomis-Price
Friday, October 14
8:00 – 8:30 am Continental Breakfast
8:30 – 9:30 am Topic: New Developments in Estate, Gift, and Generation Skipping Taxes
Speaker: Charles D. Fox IV
9:30 – 9:40 am Break
9:40 – 10:40 am Topic: Triangulation – Integrating Life Insurance into the Estate and Investment Plans
Thomas J. Pauloski
10:40 – 10:50 am Break
10:50 – 11:50 am Topic: Complying With the Consistency of Basis Rules and Other Practical Strategies for Filing Estate and Gift Tax Returns
Audrey G. Young
11:50 – 1:00 pm Lunch
1:00 – 2:00 pm Topic: Modern Uses of Partnerships in Estate Planning
Paul S. Lee
2:00 – 2:10 pm Break
2:10 – 3:10 pm Topic: Lessons Learned from Trust Officers
Julie Buschman, Kerri L.S. Mast, & Kristy Sides
3:10 – 4:10 pm Topic: A Whole New Playbook is Here – The Differing Roles Filled by the Trust Director
Kathleen R. Sherby