To All Our Sponsors, Panelists, Liaisons, and Commitee Members...
THANK YOU!
for making the 2010 Delaware Trust Conference a Success!
2010 Delaware Trust Conference
"Navigating Rough Seas"
November 30th & December 1st
Hotel du Pont, Wilmington, Delaware
Use the Delaware Trust Advantage
to Guide Your Trust Clients Through Rough Seas!
The 2010 Delaware Trust Conference focuses on the unique aspects of the Delaware trust industry and their advantages in the navigating through economic uncertainties.
Receive the latest information about personal and corporate (statutory) trusts in Delaware. This “Delaware exclusive” information is not available any place else in the country.
Over 50 national and international trust, legal and accounting experts are scheduled as
panelists for sessions specific to personal and corporate trusts in this unique event for trust and wealth management professionals, attorneys, CPAs and others in related fields.
Sponsors
Platinum Sponsor
UBS Trust Company
Gold Sponsors
Charles Schwab Advisor Services
The Goldman Sachs Trust Company
J.P. Morgan Trust Company of Delaware
Potter Anderson & Corroon LLP
Richards Layton & Finger
Wilmington Trust
Young Conaway Stargatt & Taylor, LLP
Silver Sponsors
Broadridge
The Bryn Mawr Trust Company of Delaware
Commonwealth Trust Company
Connolly Bove Lodge & Hutz LLP
Cooch & Taylor
Delaware Economic Development Office
Morris James
Morris, Nichols, Arsht & Tunnell LLP
PNC Wealth Management
SunTrust Delaware Trust Company
WSFS Bank
Bronze Sponsors
Christie's
The Glenmede Trust Company, N. A.
Parkowski, Guerke & Swayze, P.A.
Santora CPA Group
Stevens & Lee
Agenda
- Any Old Port in the Storm: International & Domestic: A look at asset protection in the domestic United States, a comparison of the various state and off-shore asset protection laws, and a look at reasons for using Delaware for international estate planning clients.
- Why Choose Delaware? Why attorneys outside of Delaware feel that it is the right choice for their clients.
- Repatriation of Trusts: A look at the process of returning offshore trusts to the United States.
- Economic Forecast: A look at the current conditions and a forecast for future trust formation prospects.
- Making Delaware Your Home Port: A discussion about the benefits of Delaware business entities and their use in trust planning.
- New in Port: a practical discussion about moving a trust to Delaware and how to run it thereafter (to include decanting, reformation, practical administration advice).
- Navigating Towards the Right Result: The Use of Delaware Statutory Trust for Personal Trust Planning.
- Taking Orders from the Captain - Directed Trust: A practical discussion of the issues related to being a directed trustee including: communication with advisers, ensuring compliance with the trust document, retaining sufficient nexus to Delaware, and other practical tips.
- Taxes Off the Port Bow! A discussion of recent changes in the tax code and how they are affecting trusts.
- A Law in Every Port – A Legislative Update: A Review of 2010 Delaware Trust Legislation and a Preview of Anticipated Delaware Trust Legislative Initiatives in 2011.
- Court Petitions: A discussion regarding consent petitions and petitions for instructions with the Court of Chancery. A practical guide to when and how you should file.
- Hidden Treasures:A presentation highlighting little known features and advantages to Delaware Trusts.
- ETHICS PANEL – Don’t Walk the Plank: an interactive case study looking at directed trusts and the liability surrounding the following of investment and distribution adviser directions.
And more!
Total Credits for Conference: 17 (including 2.0 Ethics Credits)
Click here for more detailed agenda including session times
Agenda