Events

October 14-15, 2010
Duke University School of Law
Durham, NC

Register Now for the 33rd Annual Duke University Estate Planning Conference
October 13-14, 2011
Duke University School of Law
Durham, NC

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 ability to communicate clearly.

Agenda

Thursday, October 14, 2010

• 7:00 - 8:15 am - Registration & Continental Breakfast
• 8:15 - 8:30 am - Welcome & Opening Remarks
• 8:30 - 9:30 am - Hot Topics in Fiduciary Liability: Avoiding Traps, Thickets and Tarballs - Turney P. Berry
• 9:30 - 9:45 am - Break
• 9:45 - 11:30 am - Planning Under the Current Tax Law: Will Congress Ever Get It Right? And Other Recent Developments – Charles D. Fox, IV.
• 11:30 - 12:30 pm - Practical Planning for Generation Skipping Transfers – Timothy H. Guare
• 12:30 - 1:30 pm - Lunch
• 1:30 - 2:45 pm - Drafting and Administering Discretionary Trusts: Can Beneficiary Happiness and Trusts Coexist? – Christopher P. Cline and Julian W. Walker, Jr.
• 2:45 - 3:00 pm - Break
• 3:00 - 4:00 pm - Charitable Trusts Today – Jerry J. McCoy
• 4:00 - 5:00 pm - The Background, Tools, and Structures of Domestic and International Asset Protection – Elizabeth M. Schurig

Friday, October 15, 2010

• 7:45 - 8:15 am - Continental Breakfast
• 8:15 - 9:30 am - FLPs and FLLCs: Where We Are and Where We Are Going – Milford B. Hatcher
• 9:30 - 10:30 am - Insurance Policy Management: How to Dispose of the Policy Before they Dispose of the Insured – Charles L. Ratner
• 10:30 - 10:45 am - Break
• 10:45 - 12:00 pm - Advanced Roth IRA Conversions in 2010 – Robert S. Keebler
• 12:00 - 1:00 pm - Lunch
• 1:00 - 2:00 pm - The A-MAZE-ing Race: How to Succeed (Ethically) in Business Succession Planning – Cynda C. Ottoway
• 2:00 - 3:00 pm - Your Practice at Death; Its Worth and Other Issues – Albert W. Secor
• 3:00 - 3:15 pm - Break
• 3:15 - 4:15 pm - NEW! Bonus Session – Practical Approaches to the Current Estate Tax Uncertainty – Jean T. Adams, Phillip H. Buchanan, Timothy J. Herbst and Anne M. McKinney (Moderator: Jean G. Carter)

*Agenda subject to change