PUBLISHED:July 09, 2007
29th Annual Duke University Estate Planning Conference
The Duke Estate Planning Council in association with Duke University School of Law is pleased to announce the 29th Annual Duke Estate Planning Conference.
When: October 11-12, 2007
Where: Duke University School of Law
What: This two-day conference consists of a series of lecture sessions designed to examine current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques; and 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.
This year’s session topics and faculty will include:
Getting Money Out of the Family Business
Farhad Agdami
Recent Developments
Turney P. Berry Family Holding Companies: Where Are We Now?
Michael 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
Networking opportunities and receptions - The conference will provide numerous opportunities to network with fellow estate planning professionals, including speakers and Duke Estate Planning Council members. There will be an “early bird” reception on Wednesday evening at Duke Law School, as well as a reception for all speakers, council members, and registrants on Thursday evening sponsored by Brown Brothers Harriman. Golf and other opportunities - While visiting Duke University you may wish to explore the historic campus, take a stroll through the beautiful Sarah P. Duke Gardens, hike one of the many Duke Forest trails, visit the Duke Chapel, take a self-guided tour of Cameron Indoor Stadium, the Hall of Honor, or the Hall of Fame which showcases some of Duke's athletic accomplishments over the decades. Golf opportunities in the region are abundant and tee times have been reserved at the Duke University Golf Club for conference participants on Wednesday, October 10th beginning at noon. The cost is $78/person including cart. Please contact Vi Cheek at (919) 681-2340 or vida.cheek@duke.edu if you wish to reserve a tee time. College football fans may want to make arrangements to stay for Saturday's game when the Blue Devils host the Hoakies from Virginia Tech (this is Homecoming weekend at Duke so be sure to confirm hotel reservations, if needed). For ticket information, contact GoDuke.com and click on "Tickets" or call (919) 681-2583. Would you like to know more?
If you are interested in the conference and would like to receive further information, please click on the link below and take a moment to complete the brief survey. http://survey.oit.duke.edu/ViewsFlash/servlet/viewsflash?cmd=page&pollid=LAWRSVP!DEPCalumniSurvey Keep an eye out for further information!
A promotional brochure, registration materials, and information about local accommodations will follow
later this summer.
If you have questions regarding the conference please e-mail DEPC@law.duke.edu or contact (919) 613-7017 for assistance.
Presented by the Duke University Estate Planning Council
in association with the Duke University School of Law
When: October 11-12, 2007
Where: Duke University School of Law
What: This two-day conference consists of a series of lecture sessions designed to examine current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques; and 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.
This year’s session topics and faculty will include:
Getting Money Out of the Family Business
Farhad Agdami
Recent Developments
Turney P. Berry Family Holding Companies: Where Are We Now?
Michael 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
Networking opportunities and receptions - The conference will provide numerous opportunities to network with fellow estate planning professionals, including speakers and Duke Estate Planning Council members. There will be an “early bird” reception on Wednesday evening at Duke Law School, as well as a reception for all speakers, council members, and registrants on Thursday evening sponsored by Brown Brothers Harriman. Golf and other opportunities - While visiting Duke University you may wish to explore the historic campus, take a stroll through the beautiful Sarah P. Duke Gardens, hike one of the many Duke Forest trails, visit the Duke Chapel, take a self-guided tour of Cameron Indoor Stadium, the Hall of Honor, or the Hall of Fame which showcases some of Duke's athletic accomplishments over the decades. Golf opportunities in the region are abundant and tee times have been reserved at the Duke University Golf Club for conference participants on Wednesday, October 10th beginning at noon. The cost is $78/person including cart. Please contact Vi Cheek at (919) 681-2340 or vida.cheek@duke.edu if you wish to reserve a tee time. College football fans may want to make arrangements to stay for Saturday's game when the Blue Devils host the Hoakies from Virginia Tech (this is Homecoming weekend at Duke so be sure to confirm hotel reservations, if needed). For ticket information, contact GoDuke.com and click on "Tickets" or call (919) 681-2583. Would you like to know more?
If you are interested in the conference and would like to receive further information, please click on the link below and take a moment to complete the brief survey. http://survey.oit.duke.edu/ViewsFlash/servlet/viewsflash?cmd=page&pollid=LAWRSVP!DEPCalumniSurvey Keep an eye out for further information!
A promotional brochure, registration materials, and information about local accommodations will follow
later this summer.
If you have questions regarding the conference please e-mail DEPC@law.duke.edu or contact (919) 613-7017 for assistance.
Presented by the Duke University Estate Planning Council
in association with the Duke University School of Law