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 |
9:45 – 10:00am |
Break |
10:00 – 12:00pm |
Topic: Recent Developments/Planning Under the 2010 Act (Part 1) |
12:00 – 1:00pm |
Lunch |
1:00 – 3:00pm |
Topic: Recent Developments/Planning Under the 2010 Act (Part 2) |
3:00 – 3:15pm |
Break |
3:15 – 4:15pm |
Topic: Getting the Family Business Ready to Sell |
4:15 – 5:15pm |
Topic: Exercising Discretion in Discretionary Trusts |
Friday, October 14 |
|
7:45 – 8:15am |
Continental Breakfast |
8:15 – 9:15am |
Topic: Income Tax Aspects of Family Limited Partnerships & Limited Liability Companies |
9:15 – 10:15am |
Topic: Advanced Life Insurance Planning Case Studies |
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 |
12:30 – 1:30pm |
Lunch |
1:30 – 2:45pm |
Topic: New Horizons in Fiduciary Risk |
2:45 – 3:00pm |
Break |
3:00 – 4:00pm |
Topic: Retirement Plans, Charitable Giving and Changing Tax Rates |