Program Details
On Demand

Duke Estate Planning Conference (Part 3)

Content Partner:  Duke University School of Law
Price: $195.00*
This program is no longer available.

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


This program is Part 3 of a 4-part program from the "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:

  • Now You See It; Now You Don’t: Client Incapacity and the Estate Planner ~ The status of our client’s mental capacity is critical to the estate planning engagement. This presentation will examine the concept of mental capacity, the ethical obligations which come into play, the methods for determining and documenting client capacity, and the use of professional assistance in situations of questionable capability.
  • What’s New and What’s Left in Sophisticated Life Insurance ~ This session will review the life insurance premium leveraging techniques being used in both estate planning and employee benefit planning, including both pre- and post-final regulation split-dollar arrangements (economic benefit and loan regime), and premium financing (by the insured, by related individuals or entities, and by third-party lenders).  The economic consequences as well as the income, gift, and estate tax issues raised by each of these techniques.
  • Ethical Issues in Estate and Tax Planning ~ Ethical issues can be especially troublesome in the tax planning area. The practitioner must now consider when advising her clients the penalties that can be imposed on the practitioner both under the Code and under Circular 230. This can place the practitioner in a conflict of interest with her own client, with worrisome results. This program will explore these penalties and the provisions of Circular 230 that can surprise even the most experienced practitioner.

Practice Areas: Estate Planning & Probate
Online Media Type: Video, Audio
Production Date: 10/12/2007
Level: Intermediate
Category: Standard
Duration: 3 Hours, 27 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

People who bought this program also bought:
There are no current recommendations
E-mail a colleague about this program.
Total Credits: 3.25
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.
Mark B. Edwards - Poyner & Spruill LLP, Charlotte, NC
Mary Ann Mancini - Bryan Cave LLP, Washington, D.C
Lawrence Brody - Bryan Cave, 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.

Page Disclaimer
No page disclaimer found.
Home |  Search |  CLE Requirements |  Site Map
Content Partners |  Technical Requirements |  Help |  Contact Us
About Us |  Privacy Statement
RSS Feeds RSS Feeds
© 2018 Thomson Reuters