Program Details
On Demand

Duke Estate Planning Conference (Part 1)

Content Partner:  Duke University School of Law
Price: $210.00*
This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart


This program is Part 1of a 4-part from the "29th Annual Duke Estate Planning Conference" presented by Duke University Law School.

his 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.

Topics for this discussion include:

Recent Developments ~ This session will cover recent Treasury Regulations, IRS rulings, and cases that are of interest to those involved in estate planning and the administration of estates. Among the items discussed will be the Proposed Regulations under sections 67, 2036-2038, and 2053, and developments dealing with so-called Non-Grantor, Incomplete Gift trusts.

Tax Free Division: Family Business Succession Planning for the

Dysfunctional Family ~ Family businesses are a major component

of US commerce.  Properly structured and conducted, they have a

significant impact on our nation’s economy.  They are, however,

sensitive to change in ownership from one generation to the next. 

This session will explore the challenges of efficiently dividing a

family business among members of succeeding generations of

owners who are unable to work together effectively to maintain and

enhance a family business.


It’s Not Your Grandfather’s Trust: A Guide to Trust Administration

in the Twenty-First Century ~ Trust beneficiaries now have the i

nternet.  With easy access to nationwide information and

resources, the bars to finding support for and professionals to

handle litigation have disappeared.  Beneficiaries are suing their

trustees, their co-beneficiaries, and their attorneys.  As

beneficiaries discover they, like the rest of society, can seek

redress in the courts for actual or perceived wrongs, the traditional

family friend/trustee faces old risks in an increased manner.  We

will look at practical strategies for working with this new

generation of beneficiaries and for managing litigation risks in the

modern evidentiary environment.



Practice Areas: Estate Planning & Probate
Online Media Type: Video, Audio
Production Date: 10/11/2007
Level: Intermediate
Category: Standard
Duration: 3 Hours, 31 Minutes
Online Format: On Demand

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing

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Total Credits: 3.5
Specialty Credits: Ethics 1
Status: Reciprocal Credit Available
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Michael V. Bourland - Bourland, Wall & Wenzel, P.C., Fort Worth, TX
Lauren J. Wolven - Brown Brothers Harriman & Company
Turney Powers Berry - Wyatt, Tarrant & Combs, LLP; Louisville, KY
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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