44th Annual Duke Estate Planning Conference
October 13-14, 2022
THOMAS W. ABENDROTH is a partner in the Chicago office of ArentFox Schiff LLP and practice group leader of the firm’s Private Clients, Trusts and Estates Group. He concentrates his practice in the fields of estate planning, federal taxation, and business succession planning. Tom is a 1984 graduate of Northwestern University School of Law, and received his undergraduate degree from Ripon College, where he currently serves on the Board of Trustees. He has co-authored a two-volume treatise entitled Illinois Estate Planning, Will Drafting and Estate Administration, and a chapter on sophisticated value-shifting techniques in the book, Estate and Personal Financial Planning. He was co-editor of Estate Planning Strategies After Estate Tax Reform: Insights and Analysis (CCH 2001). He is a member of Duke University Estate Planning Council. Tom is a frequent speaker on tax and estate planning topics at banks and professional organizations and has contributed numerous articles to industry publications. In addition, he is a co-presenter of a monthly teleconference series on estate planning issues presented by the American Bankers Association. Tom has taught at the American Bankers Association National Graduate Trust School since 1990. He is a Fellow of the American College of Trust and Estate Counsel.
S. KYLE AGEE is a partner with Johnston Allison & Hord, PA in Charlotte. His principal areas of practice are taxation, estate and wealth transfer planning, and business succession planning. He is a Fellow of the American College of Trust and Estate Counsel, as well as a Certified Specialist in Taxation by the South Carolina Supreme Court. Kyle serves as co-chair of the Technology Committee and as a member of the Legislative Committee of the Estate Planning & Fiduciary Law Section of the North Carolina Bar Association. Kyle is also a member of Probate, Estate Planning and Trusts Section Council of the South Carolina Bar. He received his B.S. degree in Mathematics from The Citadel in 1996, his J.D. degree from the University of South Carolina School of Law in 2007 and his LL.M. degree in Taxation from the University of Florida in 2008.
TURNEY B. BERRY is with the Louisville Office of Wyatt, Tarrant & Combs, LLP and the leader of the firm’s Tax, Business & Personal Planning Service Team. Mr. Berry concentrates his practice in the areas of estate and business planning, estate and trust administration, and charitable planning.
Mr. Berry is past Regent of the American College of Trust and Estate Counsel (better known as ACTEC), has been President of the ACTEC Foundation, Kentucky State Chair, and chair of the Charitable Committee and the Estate and Gift Committee, and is currently Chair of the State Laws Committee. He is a Uniform Law Commissioner and a member of the Joint Editorial Board for Trusts and Estates. He is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, and serves on the Heckerling Institute Advisory Committee, the Advisory Committee for Bloomberg/BNA, and the Advisory Committee for Trusts and Estates monthly.
He is a member of the National Association of Estate Planning Councils Hall of Fame, and is listed in Woodward/White’s The Best Lawyers in America®, Kentucky Super Lawyers, and Chambers.
Mr. Berry is a frequent lecturer and writer, teaches Business Succession Planning in the University of Miami Estate Planning LLM program, and has been an adjunct professor at the Vanderbilt University School of Law, the University of Louisville Brandeis School of Law, and the University of Missouri School of Law.
He chairs Louisville’s Center for Interfaith Relations, is President of the Daily Walk Sunday School class at Christ Church United Methodist in Louisville, and is Vice-Chair of the Civilian Review and Accountability Board which investigates and reviews allegations of police misconduct. He is also a member of the Honorable Order of Kentucky Colonels and Louisville Downtown Rotary.
AUSTIN BRAMWELL is a partner in the New York office of Milbank and a member of the firm’s Trusts & Estates Group. Mr. Bramwell’s practice focuses on advising individuals and families in their domestic and international estate and charitable planning. He also advises nonprofit organizations, including private foundations and public charities, on tax, compliance, best practices, and organization, as well as strategic matters, such as acquisition and de-accessioning of artwork and design and implementation of charitable programs. Mr. Bramwell represents corporate and individual fiduciaries in trust and estate administration matters, including in litigations. In addition, he represents taxpayers in contested proceedings with the Internal Revenue Service and other taxing authorities.
Mr. Bramwell is the author of numerous articles in the tax and estate planning area and a frequent lecturer on estate planning topics, including for the American Bar Association, the American Law Institute, the New York City Bar Association, the New York State Bar Association, the Notre Dame Tax and Estate and Planning Institute, the University of Miami Heckerling Institute, and the American College of Trusts and Estates Counsel. In 2017 and early 2018, he served in the U.S. Treasury Department’s Office of Tax Policy, where he helped craft the landmark Tax Cuts and Jobs Act of 2017, and worked on important tax regulatory projects within the Treasury Department. Mr. Bramwell is an Adjunct Professor of Law at New York University School of Law, where he teaches income taxation of trusts and estates, and co-chair, estates and trusts, of the Executive Committee of the New York State Bar Association Tax Section. He rejoined Milbank in 2018. A USA Chambers-ranked attorney in Private Wealth Law (Band 2 – New York), he was named “Trusts & Estates Rising Star of the Year” in 2019 by Chambers HNW USA Awards. The 2019 edition of Chambers HNW notes that he “is earmarked as ‘the star of the future'” and “a real thought leader.”
Mr. Bramwell earned his J.D. cum laude from Harvard University and a Bachelor of Arts degree, cum laude with distinction in Philosophy, from Yale College in New Haven, Connecticut. He clerked for the Hon. Timothy M. Tymkovich, Chief Judge of the Tenth Circuit Court of Appeals. Mr. Bramwell is a Fellow of the American College of Trust and Estate Counsel, where he serves on the Washington Affairs Committee, and an Academician of The International Academy of Estates and Trusts Law.
DANA G. FITZSIMONS JR. is Managing Director and Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues. He serves as Chair of the firm’s Fiduciary Counsel Committee.
Prior to joining Bessemer, Dana was a partner with McGuireWoods LLP, where he practiced in the areas of fiduciary litigation and estate planning. He is a Fellow of the American College of Trust & Estate Counsel (ACTEC) and serves as Chair of its Long Range Planning Committee and on its Business Planning Committee. Dana serves in the ABA RPTE Section leadership on its Special Committee on Career Development and Wellness and Planning Committee, has been recognized in Chambers USA: America’s Leading Lawyers for Business, and frequently lectures on fiduciary topics. He is a 2021 inductee into the NAEPC Association Estate Planning Hall of Fame.
Dana earned a J.D. from William & Mary Law School, where he was a member of the law review and graduated Order of the Coif, and a B.A. in music from Ithaca College School of Music. He continues to perform as a jazz drummer.
JEFF JOHNS is the Co-founder and CEO of Impact Foundation. Jeff Johns brings over 30 years of entrepreneurial and charitable expertise. In its first 6 years, the foundation has invested $350M in over 300 incredible impact ventures. The dedication and vision of these impact portfolio companies inspire and encourage him every day.
Jeff previously led growth at National Christian Foundation, opening 30 NCF offices over a 12-year period. Jeff and his wife Jacqlyn have a passion for education and launched Acton Academy Albuquerque to reimagine education for their three children and for their city. He earned a BA from Duke University and an MBA from the University of Texas at Austin. Jeff is an instrument-rated pilot and collegiate national skydiving champion.
KIMBERLY J. KIRK (“Kim”) is a partner with Johnston, Allison & Hord, P.A. in Charlotte, North Carolina. Kim’s practice focuses on fiduciary litigation and estate-related disputes in Superior Court and before the Clerk of Court. Kim regularly represents fiduciaries, high-net worth individuals, and large nonprofit organizations. She is a member of both the Litigation and Estate Planning & Fiduciary Law Sections of the North Carolina Bar Association. Currently, Kim serves as co-chair of the Fiduciary Litigation Committee of the Estate Planning & Fiduciary Law Section, and she is a co-author of the “Tortious Interference with Inheritance” chapter of the North Carolina Fiduciary Litigation Manual. Kim received her B.A. in 2006 from the University of Michigan and her J.D. from the University of North Carolina at Chapel Hill School of Law in 2012.
ROBERT K. KIRKLAND (“Bob”) is the founding partner of the law firm of Kirkland Woods & Martinsen LLP, which has offices in Liberty, Missouri, Springfield, Missouri, Clayton, Missouri and Overland Park, Kansas. He is licensed to practice law in Missouri and Kansas. He works with a variety of individual clients, handling the preparation of estate planning instruments, and counseling clients in the areas of estate and gift tax minimization, probate avoidance, gifting techniques, asset protection, charitable planning and business succession planning. He also advises fiduciaries in estate, conservatorship and trust administration matters. Mr. Kirkland has successfully completed the Effective Probate Mediation Training course sponsored by ACTEC, and frequently serves as a mediator of trust and estate disputes.
Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and ACTEC Executive Committee. He is also a member of the Employee Benefits Committee (past Chair), Sponsorship Advisory Committee (past Chair), Digital Property Committee, Family Law Task Force, and Membership Selection Committee, as well as a past Chair of the ACTEC Bylaws and Manuals Committee. He is listed in the last twenty-plus editions of The Best Lawyers in America and the most recent additions of Super Lawyers.
Among several professional and civic activities, Mr. Kirkland serves as a Vice Chair of the Missouri Bar Probate and Trust Committee, and a member of the editorial board of Trusts and Estates magazine. He is also a member of the Program Committees of the Duke University Estate Planning Conference and the Illinois Institute of Continuing Legal Education’s (IICLE’s) Estates and Trusts Short Course, as well as a Chancellor of the Heart of America ACTEC Fellows Institute.
Mr. Kirkland is a frequent author and lecturer in the estate planning and charitable giving areas. He has lectured on a variety of topics at seminars sponsored by ACTEC, The Heckerling Institute, ALI-CLE, Society of Trust and Estate Practitioners, The Missouri Bar, The Kansas Bar Association, The Iowa Bar, IICLE, The Ohio Bar, The Idaho Bar, The Florida Bar, The Oklahoma Bar Association, the Hawaii Tax Institute, the Southern Federal Tax Institute, the Notre Dame Estate Planning Institute, the Duke University Estate Planning Conference, the ACTEC Florida Fellows Institute, the UCLA Institute on Estate Planning, The MO-KAN Trust Conference, the Financial Services Professionals, the American Heart Association, and the Estate Planning Councils of Baltimore, Charlotte, Greenville, Little Rock, Louisville, Naples, New York City, Philadelphia, St. Louis, Boca Raton and West Palm Beach.
Mr. Kirkland holds a B.S. in accounting from William Jewell College (1980), a J.D. from the University of Missouri-Kansas City School of Law (1983), and an L.L.M. in estate planning from the University of Miami, Florida School of Law (1985). During his tenure at the UMKC School of Law, he served as Managing Editor of the UMKC Law Review.
SHARON L. KLEIN is President of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for overseeing the delivery of all Wealth Management services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services. Sharon also heads Wilmington Trust’s National Divorce Advisory Practice.
Sharon has over 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author. Global media company Forbes features Sharon as a Top Advisor in multiple categories since 2020. In 2022 she was selected as one of the Top 40 Women Wealth Advisors in America, and a Best-In-New York Wealth Advisor. Leading business publication Crain’s named Sharon to its 2020 inaugural list of the Most Notable Women in Financial Advice. Sharon is a Fellow of the American College of Trust and Estate Counsel, a highly selective professional organization of preeminent estate planning attorneys in the U.S. and internationally. Sharon was inducted into the Estate Planning Hall of Fame in 2021. This award is considered the pinnacle of accomplishment in this field. Only 125 people across the U.S. have received this award since its inception in 2004.
Sharon is a member of The Rockefeller University Committee on Trust and Estate Gift Plans, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs and the Thomson Reuters Trusts & Estates Advisory Board. She chairs the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the Board, and is on the Advisory Board of Family Lawyer Magazine. Sharon served on the Board of the American Brain Foundation and was a member of its Finance Committee.
Prior to joining Wilmington Trust, Sharon was Managing Director at Lazard, the internationally renowned global investment banking and management company. In her role as Head of Wealth Advisory of Lazard Wealth Management, she led the delivery of all wealth advisory services. Before that, she headed the Estate department at Fiduciary Trust Company International. Sharon began her career as a trusts & estates attorney at Rosenman & Colin (now Katten Muchin Rosenman LLP).
Sharon, who holds U.S., British and Australian citizenships, earned a master of laws from the Boalt Hall School of Law at the University of California, Berkeley, and received a bachelor of arts and a bachelor of laws from the University of New South Wales, Australia and is a Certified Divorce Financial Analyst.
PAUL S. LEE is the Chief Tax Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. He is an Executive Vice President and Managing Director of the company. Prior to joining Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP.
Paul is a Fellow of the American College of Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planning Hall of Fame®, and designated an Accredited Estate Planner® (Distinguished). He was the American Bar Association Advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act. Paul is a member of the American Bar Association, Florida Bar, and State Bar of Georgia.
Paul received a B.A., cum laude, in English and a B.A. in chemistry from Cornell University, and a J.D., with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LL.M. in taxation from Emory University. Paul was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting.
A frequent lecturer and panelist on investment planning, tax and estate planning, Paul has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, USC Institute on Federal Taxation, Southern California Tax & Estate Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and the AICPA Advanced Estate Planning Conference. His articles have been published by The ACTEC Law Journal, Tax Notes Federal, Tax Notes International, BNA Tax Management Estates, Gifts & Trusts Journal, BNA Tax Management Memorandum, Estate Planning Journal, Trusts & Estates, Estate Planning & Community Property Law Journal, The Practical Tax Lawyer, Major Tax Planning, and the Emory Law Journal. Paul co-authored the law review article, “Retaining, Sustaining and Obtaining Basis,” which was awarded Outstanding Law Review Article in 2016 by the Texas Bar Foundation.
He is a member of the Advisory Committee of the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, and the University of Florida Tax Institute Advisory Board.
THOMAS OEHMLER (“Tom) is the Executive Vice President of Comerica and the President of Comerica Trust. In this role, he is responsible for all of the private fiduciary and institutional investment services. Tom has been with Comerica since September of 2015. Throughout these past seven years, he has distinguished himself as an extraordinary leader building high performing teams, developing leaders, engaging in the community, partnering across lines of business and differentiating Comerica as a national leader in fiduciary services. Under his leadership, the fiduciary business has made key acquisitions and strategic hires that have strengthened Comerica’s capability and client deliverables. The Comerica Advisor Solutions business, specifically, has experienced historically unprecedented growth and is now recognized as the best in the industry. He has spent the whole of his financial services career in wealth management and specifically within the fiduciary practice area.
Prior to joining Comerica, Tom served as a senior vice president and head of personal trust for Huntington Bancshares, Inc. He joined Huntington in 2007, when Huntington acquired Sky Financial Group. He began his wealth management career at Mellon Financial in Pittsburgh in 1995. He is the past board member, serving time as both vice president and president of the Estate Planning Council of Pittsburgh; has served on the board of the Light of Life Rescue mission in the role of treasurer. Tom earned his bachelor’s from Duquesne University in Pittsburgh, PA, and earned two master degrees from Pontifical College Josephinum in Columbus, OH.
KARIN PRANGLEY is Regional Trust Head & Wealth Planner at Brown Brothers & Co and Brown Brothers Harriman Trust Co. Karin has spent her entire career advising successful business owners on the preservation of wealth. While each of her clients has a unique objective that she helps fulfill, Karin’s particular expertise ranges from (i) saving income and estate taxes on the sale of a business, to (ii) assisting clients with the achievement of their philanthropic goals, to (iii) preparing the next generation to inherit liquid wealth or a going-concern family business. Karin provides family-office level service to each of her approximately 80 clients in the West and Midwest from the Chicago Private Banking and Investment Advisory office of Brown Brothers Harriman & Co.
Prior to joining Brown Brothers in 2014, Karin was a partner in the tax and estates group of a boutique Chicago law firm.
Karin has a particular expertise advising the crypto and/or tech-oriented entrepreneur and has been quoted extensively in local and national newspapers and magazines and featured on WSBT and WBBM’s evening news for her views regarding cryptocurrency, digital assets and estate planning.
She received a B.A. in Business, summa cum laude, from Mount St. Mary’s University and a J.D. from the University of Virginia School of Law, where she was elected to the Order of the Coif and was published in the Virginia Tax Review. Karin resides in Chicago with her husband and three young
BRANDON A.S. ROSS, J.D., LL.M. (Tax), is a Wealth Advisor in the D.C. office of J.P. Morgan Private Bank. He draws upon his experience as a practicing trusts and estates attorney with several large law firms in Florida and D.C. to guide clients through the estate planning process with their other advisors and to achieve their estate planning goals. Mr. Ross is a Fellow of The American College of Trust and Estate Counsel and a past Fellow of the American Bar Association Section of Real Property, Trust and Estate Law. He also participated in The Dennis I. Belcher Young Leaders Program through the ACTEC Foundation. He has been honored by the Probate & Property magazine of RPTE several times for excellence in writing on trusts and estates. For RPTE, he serves as a Co-Chair of the Estate & Gift Tax Committee, on the GST Committee, and as an Assistant Editor for the RPTE eReport.
STEPHANIE N. ROSS is an Associate in the Trusts & Estates Group of Levenfeld Pearlstein, LLC in Chicago. She focuses on helping individuals, families, and closely held businesses protect their wealth and efficiently transfer their estates. Additionally, Stephanie has advanced knowledge in numerous areas of tax law, including fiduciary income tax and the transfer taxes. This tax background allows Stephanie to provide her clients with sophisticated wealth transfer planning. Stephanie attended Loyola University Chicago for both her undergraduate and law degrees.
LAUREN J. WOLVEN is a partner in the Trusts & Estates Group of Levenfeld Pearlstein, LLC in Chicago. She concentrates her practice on estate planning, tax and succession for privately held businesses, charitable planning and fiduciary risk management. A Fellow of the American College of Trust and Estate Counsel, and a Regent and Illinois State Chair for ACTEC, Lauren is a frequent lecturer and author on a variety of estate planning and trust administration topics. She has co-authored several editions of two BNA portfolios, “Estate Planning for Unmarried Adults” and “Managing Litigation Risks of Fiduciaries”. Lauren is a past president of the Chicago Estate Planning Council and a former Board Member of the Illinois Institute for Continuing Legal Education. She was named by Law Bulletin Publishing Company as one of its “40 Under 40” in 2010, has been included in Chambers USA since 2015 and in Best Lawyers since 2012. Lauren has been listed by SuperLawyers as one of the Top 50 Women in Illinois and as one of the Top 100 Attorneys in Illinois. Lauren is a 1996 graduate of Indiana University, and was part of the 3rd class of Wells Scholars. She earned her J.D. from University of Illinois College of Law. Lauren is actively involved with several charitable organizations, including the Arthritis Foundation.