2018 Delaware Trust Conference Materials
Tuesday Sessions
Session 1 - Baby, Ruth Isn't the Only One Who Could Use a Federal Tax Update
Federal Tax Update - Donaldson
Session 2 - Direct Trusts - Now and Later
Combined Investment Decision Checklist
Distribution Decision Checklist
Session Three - Modern Day Ethical Responsibilities
Modern Day Ethical Responsibilities - Veasey
Session 4A - International Tax Planning Basics
Primer for Foreign Persons with US Issues
Session 4B - Tricks of the Trade - Internal & External Exams and Audits
Session 4C - LLC/FLPs/Closely Held Stock Issues with Trusts
Session 4D - Changing Residency
Session 5 - Why are the US and Delaware Attractive to International Clients?
Why Are the US and Delaware Attractive to International Clients
Wealth Planning for Multinational Families
Reporting Channels for Multinational Families
Session 6 - Good N' Plenty
Good N Plenty - Wealth Transfer and Income Tax
Delaware Preferred, Carried Interest and Profits Interest
Wednesday Sessions
Session 1 - Litigation Update
Combined Outline of 2017 Fiduciary Cases
Session 2 - What Dead Celebrities Can Teach About Estate Planning
Session 3A - When Breaking Up Is NOT Hard to Do
When Breaking Up is NOT Hard to Do
Session 3B - Deep Dive on Saudi Arabia, China, and Argentina
Session 4 - Promisory Notes, Loans, Guarantees, Pledges from Irrevocable Trusts
Session 5A - On Boarding a New International Client
Session 5B - Creative Solutions for Complex Situations
Creative Solutions for Complex Situations
Session 5C - Not Your Father's Investment Portfolio
Delaware Traditional Trustee Investment
Impact Investiong under Uniform Prudent Investor Act
Session 5D - TCJA Enacted Section 199A
Session 6 - Clear, Clever, Crafty, and Cost-Effective Charitable Planning
Giving in Post-Tax Reform World
Session 7 - Trust Ethics - What Really Happens in Trust Cases in Court?