18th Annual Trust Advisors Forum
HomeAgendaContinuing EducationRegistrationAccommodationsSponsorsContacts

Agenda

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