Agenda

Wednesday, October 10, 2007

5:00 – 6:30 p.m.

  • Early Bird Reception
  • Please join us for a casual pre-conference reception and get the chance to meet fellow attendees, conference faculty and council members as well as familiarize yourself with the Law School building before the conference kicks off on Thursday morning.

    Thursday, October 11, 2007

    7:30 – 8:30 a.m.

    • Registration & Continental Breakfast

    8:30 -10:00 a.m.

    • Topic: Recent Developments
      Speaker: Turney P. Berry

    10:00 – 10:15 a.m.

    • Morning Break: Sponsored by Stanford Group Company

    10:15 – 11:15 a.m.

    • Topic: Tax Free Division - Family Business Succession Planning for the Dysfunctional Family
      Speaker: Michael V. Bourland

    11:15 – 12:30 p.m.

    • Topic: It’s Not Your Grandfather’s Trust: A Guide to Trust Administration in the 21st
      Century
      Speaker: Lauren J. Wolven

    12:30 – 1:30 p.m.

    • Lunch
      Sponsored by BNY MELLON Wealth Management

    1:30 – 2:30 p.m.

    • Topic: Getting Money Out of the Family Business
      Speaker: Farhad Aghdami

    2:30 – 3:45 p.m.

    • Topic: Planning Outside the Mainstream
      Speaker: Charles L. Ratner

    3:45 – 4:00 p.m.

  • Afternoon Break
    Sponsored by Wachovia

4:00 – 5:00 p.m.

  • Topic: Planning for Divorce of Business Owner
    Speaker: Myron E. Sildon

5:00 – 6:30 p.m.

  • Reception:Speakers, Council Members and all Registrants
    Sponsored by Brown Brothers Harriman & Company

Friday, October 12, 2007

8:00 – 8:30 a.m.

  • Continental Breakfast

8:30 – 9:30 a.m.

  • Topic: Now You See It, Now You Don’t: The Client and Legal Capacity
    Speaker: Mark B. Edwards

9:30 – 10:45 a.m.

  • Topic: What’s New and what’s Left in Sophisticated Life Insurance Planning
    Speaker: Lawrence Brody

10:45 – 11:00 a.m.

  • Morning Break: Sponsored by Comstock Advisors

11:00 – 12:15 p.m.

  • Topic: Not So Bad When You Get Used to It? – Charitable Planning Under the Pension Protection Act
    Speaker: Jerry J. McCoy

12:15 – 1:15 p.m.

  • Lunch

1:15 – 2:30 p.m.

  • Topic: Ethical Issues in Estate Tax Planning
    Speaker: Mary Ann Mancini

2:30 – 4:00 p.m.

  • Topic: Rainmakers & Rock Stars: Panel Presentation
    Speakers: Georgiana J. Slade, Anne M. McKinney, Douglas L Siegler and Edwin J. Walker, Jr.

All materials presented are copyrighted, and video or audio recording of any portion of the program is prohibited.