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.
39th Annual Duke University Estate Planning Conference
October 12-13, 2017
Thursday, October 12
| 7:00 – 8:15 am | Registration & Continental Breakfast |
| 8:15 – 8:30 am | Welcome & Opening Remarks |
| 8:30 – 9:30 am | Topic: Recent and Pending Transfer Tax Developments – Part I
Speakers: Ronald D. Aucutt and Stephen Akers |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: Recent and Pending Transfer Tax Developments – Part II
Speakers: Ronald D. Aucutt and Stephen Akers |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: Fiduciary Litigation Topics in Depth
Speaker: Jessica Uzcategui |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: Asset Protection after 20 Years
Speaker: Jack Terrill, II |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: The Tax and Practical Basics of Private Foundations
Speaker: Alan Rothschild |
| 3:10 – 3:20 pm | Break |
| 3:20 – 4:20 pm | Topic: Art in Estate Planning and Administration
Speaker: Anne-Marie Rhodes |
| 4:20 – 5:20 pm | Topic: Pixar for Estate Planners: Who Gets Your Digital Stuff When You’ve Logged Off for the Final Time
Speaker: Robert Kirkland |
| Friday, October 13, 2017 | |
| 8:00 – 8:30 am | Continental Breakfast |
| 8:30 – 9:30 am | Topic: Income Tax Developments
Speaker: Andrea Chomakos |
| 9:30 – 9:40 am | Break |
| 9:40 – 10:40 am | Topic: Discretionary Distributions: The Garment is Bigger than its HEMS
Speaker: R. Hugh Magill |
| 10:40 – 10:50 am | Break |
| 10:50 – 11:50 am | Topic: Knowing the Ropes and Binding the IRS: Income and Transfer Tax Issue of Settlements and Modifications that Every Fiduciary Should Know
Speaker: Melissa Willms |
| 11:50 – 1:00 pm | Lunch |
| 1:00 – 2:00 pm | Topic: I Have It Because Mom Liked Me the Best: How to Help Protect Vulnerable Seniors from Financial Exploitation
Speaker: Stuart Bear |
| 2:00 – 2:10 pm | Break |
| 2:10 – 3:10 pm | Topic: Internal Affairs: Ethical Challenges in a Trusts and Estates Practice
Speaker: Beth Shapiro Kaufman and Randy Curato |
| 3:10 – 4:10 pm | Topic: A New World Order for Estate Planners (or Why Is It So Hard to Open a Bank Account)
Speaker: M. Read Moo |
