Program Details
On Demand

Duke Estate Planning Conference (Part 4)

Content Partner:  Duke University School of Law
Price: $135.00*
This program is no longer available.

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


This program is Part 4 of a 4-part series from the "29th 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:

  • Not So Bad Once You Get used to It?  Charitable Giving Under the Pension Protection Act ~ The Pension Protection Act of 2006 made a number of changes in the rules governing charitable contributions A few new incentives were added, and even more new restrictions make this already complicated area even worse. This presentation will review the good news and bad news, and discusses how advisers should react.

  • Rainmakers & Rock Stars: Panel Presentation"Rainmakers & Rockstars" is a panel discussion by leaders in the field of estate planning on how to develop a reputation for excellence, how to generate business, how to maintain business and how you can become a rainmaker. The panelists will describe what steps they took to build their reputations and grow successful practices. These issues will be addressed from different perspectives: size of practice, geographic focus, target market, etc. 


Practice Areas: Estate Planning & Probate
Online Media Type: Video, Audio
Production Date: 10/12/2007
Level: Intermediate
Category: Standard
Duration: 2 Hours, 16 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: 2.25
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.
Anne M. McKinney - Knoxville, TN
Edwin J. Walker, Jr. - Walker Lambe
Douglas L. Siegler - Sutherland, Asbill & Brennan
Georgiana J. Slade - Partner, Milbank, Tweed, Hadley & McCloy LLP, New York, NY
Jerry J. McCoy - Washington, D.C.
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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