29th Annual Duke University Estate Planning Conference

Main Content

October 11-12, 2007
University Law School
Durham, NC

The Duke University Estate Planning Council, in association with Duke University School of Law, is pleased to present the 29th annual Duke University Estate Planning Conference.

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. The 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, teaching skills, and their ability to communicate clearly.

Session Topics & Faculty

  • Getting Money Out of the Family Business
    Farhad Aghdami
  • Recent Developments
    Turney P. Berry
  • Family Holding Companies: Where Are We Now?
    Michael V. Bourland
  • What’s New and What’s Left in Sophisticated Life Insurance Planning
    Lawrence Brody
  • Now You See It, Now You Don’t: The Client and Legal Capacity
    Mark B. Edwards
  • Ethical issues in Estate and Tax Planning
    Mary Ann Mancini
  • Not So Bad When You Get Used to It? -- Charitable Planning Under the Pension Protection Act
    Jerry J. McCoy
  • Planning Outside the Mainstream
    Charles L. Ratner
  • Planning for Divorce of Business Owner
    Myron E. Sildon
  • Rainmakers & Rock Stars: Panel Presentation
    Georgiana J. Slade, Anne M. McKinney, Douglas L. Siegler, Edwin J. Walker, Jr.
  • It’s Not Your Grandfather’s Trust: a Guide to Trust Administration in the 21st Century
    Lauren J. Wolven

Continuing Education Credit

This program is designed to qualify for approximately 12 hours of continuing education credit for professional training requirements. Hours may vary by profession (CPAs approx. 15 hours).

The conference will be submitted for CLE in the states of North Carolina, South Carolina, Georgia, Kentucky, Tennessee, Virginia, and Ohio. Approval will also be requested for Certified Financial Planners and Bankers/Trust Officers from all above states. Accountants will be responsible for submission of their attendance to their individual CPE administrators.

Registrants will receive continuing education credit hours upon approval by each individual state and individual group.* Credits will be awarded for actual time in attendance rounded down to the nearest whole hour. No credit will be given for partial hours.

*The Duke Estate Planning Conference is not registered as a sponsor of continuing professional education courses with the N.C. Sate Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board, however, they must meet the standards found at 21 NCAC 8G.0400.

Our Sponsors

Brown Brothers Harriman

BNY Mellon Wealth Management

Comstock Advisors

Stanford Group Company


29th Annual Duke University Estate Planning Conference logo

Registration Fee
Registered before Sept. 15 - $525
Registered on Sept. 15 or later - $550   
Fee includes all sessions, course materials and outlines in notebook form and on CD Rom, continental breakfasts, luncheons, and receptions.

Conference Details