33rd Annual Duke University Estate Planning Conference

October 13-14, 2011
Duke University School of Law
Durham, NC

Save the date!
34th Annual Duke University Estate Planning Conference

October 18 – 19, 2012
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.

Thursday, October 13

7:00 – 8:15am

Registration & Continental Breakfast

8:15 – 8:30am

Welcome & Opening Remarks

8:30 – 9:45am

Topic: The Future of the Practice of Law 
Speaker: Jonathan Blattmachr

9:45 – 10:00am

Break

10:00 – 12:00pm

Topic: Recent Developments/Planning Under the 2010 Act (Part 1)
Panel: Howard Zaritsky, John O’Grady and Carol Cantrell; Moderator: Jean Carter

12:00 – 1:00pm

Lunch

1:00 – 3:00pm

Topic: Recent Developments/Planning Under the 2010 Act (Part 2)
Panel: Howard Zaritsky, John O’Grady and Carol Cantrell; Moderator: Jean Carter

3:00 – 3:15pm

Break

3:15 – 4:15pm

Topic: Getting the Family Business Ready to Sell
Speaker: Myron Sildon

4:15 – 5:15pm

Topic: Exercising Discretion in Discretionary Trusts
Speaker: Susan Porter

 

Friday, October 14

7:45 – 8:15am

Continental Breakfast

8:15 – 9:15am

Topic: Income Tax Aspects of Family Limited Partnerships & Limited Liability Companies
Speaker: Sam Donaldson

9:15 – 10:15am

Topic: Advanced Life Insurance Planning Case Studies
Speaker: Tom Pauloski

10:15 – 10:30am

Break

10:30 – 12:30pm

Topic: Ethical Quandaries: What Every Professional Should Know About Diffusing Ethical Conflicts and Reducing Litigation Exposure When Acting as Trustee or Advisor to Trustee
Speaker: Sharon Klein

12:30 – 1:30pm

Lunch

1:30 – 2:45pm

Topic: New Horizons in Fiduciary Risk 
Speaker: Dana Fitzsimons, Jr.

2:45 – 3:00pm

Break

3:00 – 4:00pm

Topic: Retirement Plans, Charitable Giving and Changing Tax Rates
Speaker: Chris Hoyt