29th Annual Duke University Estate Planning Conference

October 11-12, 2007
Duke University Law School
Durham, NC

The Duke University Estate Planning Council, in association with Duke University School of Law, is pleased to present the 29th annual Duke University Estate Planning Conference.

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 their ability to communicate clearly.

Session Topics & Faculty

Getting Money Out of the Family Business
Farhad Aghdami
Recent Developments
Turney P. Berry
Family Holding Companies: Where Are We Now?
Michael V. Bourland
What’s New and What’s Left in Sophisticated Life Insurance Planning
Lawrence Brody
Now You See It, Now You Don’t: The Client and Legal Capacity
Mark B. Edwards
Ethical issues in Estate and Tax Planning
Mary Ann Mancini
Not So Bad When You Get Used to It? -- Charitable Planning Under the Pension Protection Act
Jerry J. McCoy
Planning Outside the Mainstream
Charles L. Ratner
Planning for Divorce of Business Owner
Myron E. Sildon
Rainmakers & Rock Stars: Panel Presentation
Georgiana J. Slade, Anne M. McKinney, Douglas L. Siegler, Edwin J. Walker, Jr.
It’s Not Your Grandfather’s Trust: a Guide to Trust Administration in the 21st Century
Lauren J. Wolven

Continuing Education Credit

This program is designed to qualify for approximately 12 hours of continuing education credit for professional training requirements. Hours may vary by profession (CPAs approx. 15 hours).

The conference will be submitted for CLE in the states of North Carolina, South Carolina, Georgia, Kentucky, Tennessee, Virginia, and Ohio. Approval will also be requested for Certified Financial Planners and Bankers/Trust Officers from all above states. Accountants will be responsible for submission of their attendance to their individual CPE administrators.

Registrants will receive continuing education credit hours upon approval by each individual state and individual group.* Credits will be awarded for actual time in attendance rounded down to the nearest whole hour. No credit will be given for partial hours.

*The Duke Estate Planning Conference is not registered as a sponsor of continuing professional education courses with the N.C. Sate Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board, however, they must meet the standards found at 21 NCAC 8G.0400.