30th Annual Duke University Estate Planning Conference

October 16-17, 2008
Duke University School of Law
Durham, NC

Complete this brief survey to be added to our mailing list or to inform of us of changes to your mailing address since the last conference.

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

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