30th Annual Duke University Estate Planning Conference

October 16-17, 2008
Duke University School of Law
Durham, NC

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Agenda

Thursday, October 16, 2008
  • 7:30am - 8:15am - Registration & Continental Breakfast
  • 8:15am - 8:30am - Welcome & Opening Remarks
  • 8:30am - 10:30am - Estate Planning - Hot Topics and Current Developments - Stephen R. Akers
  • 10:30am - 10:45am - Break
  • 10:45am - 11:45am - Current Legislative Outlook - Ronald D. Aucutt
  • 11:45am - 12:45pm - Despite IRS' Challenges, Use of Subchapter J Continues to be and Important Technique - Byrle Abbin
  • 12:45pm - 1:45pm - Lunch
  • 1:45pm - 3:00pm - Pitfalls and Precautions: Drafting Issues for Wills and Trusts - Barbara A. Maxwell
  • 3:00pm - 3:15pm - Break
  • 3:15pm - 4:15pm - Underused Charitable Techniques (and Some You May Have Wondered About) - Jerry J. McCoy
  • 4:15pm - 5:15pm - The Top Ten Ethical Challenges Facing Estate Planners Today - Charles D. Fox, IV
  • 5:15pm - Cocktail Reception
Friday, October 17, 2008
  • 8:00am - 8:30am - Continental Breakfast
  • 8:30am - 9:45am - Estate Planning for the Unmarried and Nontraditional Family - Wendy S. Goffe
  • 9:45am - 10:45am - Practical Drafting Under the Uniform Trust Code - Nancy G. Fax
  • 10:45am - 11:00am - Break
  • 11:00am - 12:15pm - Recent Developments in Fiduciary Litigation: The Good, the Bad, and the Ugly - Bruce S. Ross
  • 12:15pm - 1:15pm - Lunch
  • 1:15pm - 2:30pm - The Top Thirty (or so) List of Insurance Planning Mistakes (with Apologies to David Letterman) - Larry Brody
  • 2:30pm - 3:30pm -Tax Return Preparer Penalties - Robert W. Wood