31st Annual Duke University Estate Planning Conference - Part 1

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 ability to communicate clearly.

Agenda for Part 1:

Estate Planning Under the New Tax Legislation
8:30am - 9:45am
Ronald D. Aucutt, McGuireWoods LLP
An up-to-the-minute look at the estate tax legislation that has been enacted, planned, or predicted by the time of the conference. If Congress has not yet acted, this presentation will analyze the factors influencing the prospects for legislation. Whether or not legislation has been enacted, the likely changes in the law will be reviewed and evaluated for their effect on our clients and practices.

Break
9:45am - 10:00am

Potpourri of International Hot Topics: What You Need to Know
10:00am - 11:00am
Leigh-Alexandra Basha, Holland & Knight LLP
This discussion will focus on identifying international issues that the professional advisor needs to know and how to deal with them. Some of the topics to be covered include: dealing with undisclosed offshore financial accounts, the New 1041 NR proposed form, the aftermath of dealing with clients expatriating under the exit tax (those doing so by choice and those doing so accidentally), why the typical pour-over will and revocable trust plan can be disastrous in dealing with civil law jurisdictions, the importance of properly titling property and where things go awry with married couples funding their revocable trusts, and what's on the horizon with the new Obama administration and how it affects your practice.

Steering the Fiduciary through the Shoals of Surcharge: Recent Developments in Fiduciary Litigation
11:00am - 12:15pm
Bruce S. Ross, Holland & Knight LLP
This discussion will provide an overview of estate and trust litigation and recent developments in the field of fiduciary litigation. This session will also include preventative advice to trustees and their advisors as well as litigation avoidance.

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Podcast Accreditation Information

If you are seeking MCLE credit, please be sure to read both documents provided in My Programs after purchase of the podcast in their entirety.

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A verification code will be provided at a random point within the audio file. There will be a separate code for each hour of the program. Please be sure to note each verification code.