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30th Annual Duke University Estate Planning Conference
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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