| Sunday, February 22, 2009 |
TRACKS |
| |
Personal Trust |
Employee Benefits |
| 3:00 PM - 5:00 PM |
Forum Registration |
| 5:00 PM - 5:30 PM |
Welcome & Introductions
Ryan Newkirk – Chairman 2009
Trust Education Foundation
Vice President/Private Client Advisor<
U.S. Trust, Bank of America
Becky Kelly
Executive Director
Trust Education Foundation, Inc.
Partner
Fiduciary Education Center, LLC
|
| 5:30 PM - 7:00 PM |
Reception and Cocktail Party
Cardinal Room
Dining on your own |
| Monday, February 23, 2009 |
TRACKS |
| |
Personal Trust |
Employee Benefits |
| 7:00 AM - 8:00 AM |
Breakfast Buffet
Carolina Dining Room |
| 8:00 AM - 10:00 AM |
Hot Topics in Estate Planning
James W. Narron, Esquire
Narron, O’Hale & Whittington
C. Gray Johnsey, Esquire
White & Allen, P.A. |
Nuts and Bolts of Being an EB Fiduciary
James H. Culbreth, Jr., Esquire
Helms, Mullis, & Wicker, P.L.L.C.
Robert Chambers, Esquire
McGuire Woods, LLC
|
| 10:00 AM - 10:30 AM |
Break and Exhibits
Cardinal Room
|
| 10:30 AM - 11:30 AM |
Hot Topics in Estate Planning (cont'd)
James W. Narron, Esquire
Narron, O'Hale & Whittington
C. Gray Johnsey, Esquire
White & Allen, P.A. |
Nuts and Bolts of Being an EB Fiduciary (cont’d)
James H. Culbreth, Jr., Esquire
Helms, Mullis, & Wicker, P.L.L.C.
Robert Chambers, Esquire
McGuire Woods, LLC |
| 11:30 AM - 1:00 PM |
Lunch – Carolina Dining Room
Exhibits – Cardinal Room |
| 1:00 PM - 2:00 PM |
Minimizing GST Tax
Maria Lynch, Esquire
Partner
Lynch & Eatman, LLC
|
403(b) Update
Steven B. Long, Esquire
Maupin, Taylor & Ellis, P.A. |
| 2:00 PM - 3:00 PM |
General Session
Regulatory Update
Eugene F. Maloney, Esquire
Executive VP & Director
Federated Investors, Inc. |
| 3:00 PM - 3:30 PM |
Break and Exhibits
Cardinal Room |
| 3:30 PM - 5:30 PM |
General Session
Investment Discussion
An up-to-date review and in-depth analysis of financial markets by industry experts. |
| 6:00 PM |
Reception and Dinner
Reception: Cardinal Room
Dinner: Pinehurst Country Club |
| Tuesday, February 24, 2009 |
TRACKS |
| |
Personal Trust |
Employee Benefits |
| 7:00 AM - 8:00 AM |
Breakfast Buffet
Carolina Dining Room |
| 8:00 AM - 9:30 AM |
Recent Developments
Charles (Skip) D. Fox IV, Esquire
Partner
McGuire Woods, LLC |
New 5500 Rules & 408(b)(2)
Jennifer Eller, Attorney
The Groom Law Firm |
| 9:30 AM - 10:00 AM |
Break and Exhibits
Cardinal Room |
| 10:00 AM - 11:00 AM |
General Session
Vendor and Student Introductions
Led by: Ryan Newkirk |
| 11:00 AM - 12:00 PM |
Integrating Charitable and Estate
Planning: Doing Well by Doing Good
Turney Berry, Esquire
Partner
Wyatt, Tarrant & Combs |
IRS Update – A View from Washington
Steven Moses
Internal Revenue Service |
| 12:00 PM - 1:30 PM |
Lunch – Carolina Dining Room
Exhibits – Cardinal Room |
| 1:30 PM - 3:00 PM |
Generational Collusion
Ty Bello
Team at Work |
Topic to be determined
William M. Freedman, Esquire
Partner
Dinsmore & Shohl
|
| 3:00 PM - 7:00 PM |
Dining on your own |
| Wednesday, February 25, 2009 |
TRACKS |
| |
Personal Trust |
Employee Benefits |
| 6:30 AM - 8:00 AM |
Breakfast Buffet
Carolina Dining Room |
| 8:00 AM - 9:30 AM |
General Session
Implementing a Delaware Trust Strategy When You Don’t Have a Delaware Charter
James E. Hargrove, Esquire
Stoll, Keenon, Ogden, LLC |
| 9:30 AM - 11:00 AM |
General Session
Risk Mitigation, Product Management and Profit Enhancement
Donald F. Moore, Jr.
Beamoor, LLC |
| 11:00 AM |
Wrap Up
Becky Kelly
Executive Director
Trust Education Foundation, Inc.
Partner
Fiduciary Education Center, LLC |
