Events

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.