Program Details
On Demand

Duke Estate Planning Conference (Part 2)

Content Partner:  Duke University School of Law
Price: $180.00*
This program is no longer available.

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


This program is part 2 of a 4-part program entitled "Twenty-Ninth Annual Duke Estate Planning Conference" provided by Duke University Law School.

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.

Topics for this discussion include:

Getting Money Out of the Family Business - This program will review planning techniques and considerations associated with extracting money from the family business - to the business owner, to family members, to trusts, and to related entities - whether in the form of compensation, dividends, S corporation distributions, redemption payments, rental income, interest and principal payments on installment notes, consulting arrangements, payments for the purchase of goodwill, or AFR loans.

Planning for Divorce of Business Owner - For estate planners who work with the owners of family businesses, divorce is too prevalent to ignore. You must assume that your client, one or more of his children, or his business partner or co-shareholder will get divorced sometime during the life cycle of the family business. Advance planning, in the drafting of buy-sell or partnership agreements, and the use of several tax-planning techniques at the time of a divorce, can help to alleviate both emotional and financial strain at what is already a difficult time for both a business owner and the business itself.

Planning Outside the Mainstream - In the first part of his presentation, Mr. Ratner will describe how life insurance and annuities can help provide our clients with the long-term financial security and flexibility they seek as they approach retirement. He will also focus on the integration of those products in a continuum from retirement planning to estate planning. Mr. Ratner will follow with a discussion of how planners can use the "letter of instructions" to compete an estate plan and add significant value to their client

Practice Areas: Estate Planning & Probate
Online Media Type: Video, Audio
Production Date: 10/11/2007
Level: Intermediate
Category: Standard
Duration: 3 Hours, 1 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
Specialty Credits: 
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.
Myron Sildon - Sildon Law Group, P.C., Kansas City, MO
Farhad Aghdami - Williams Mullen; Richmond, VA
Charles L. Ratner - Ernst & Young, LLP
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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