2008 Delaware Trust Conference
TENTATIVE AGENDA
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2008 Delaware Trust Conference Registration Form
WEDNESDAY, December 3rd
8:30 - 9:45
Registration - Hotel du Pont King/Sullivan Foyer (with continental breakfast)
8:45 - 9:45
Pre-conference Overview: Cutting Edge Features of Delaware Trusts
Speakers: Ann Marie Levin, J.D., LL.M., CTFA, Vice President, Delaware Advantage Trust Specialist, PNC Bank, Delaware;
James M. Young, CCTS, Vice President, Corporate Trusts, Christiana Bank & Trust
- Asset Protection Trusts
- Taxes
- Directed Trusts
- Dynasty Trusts
- Confidentiality
- Chancery Court
- Total Return Unitrusts
- Spendthrift Trusts
- Statutory (Corporate) Trusts
- Use of Statutory Trusts
9:50 - 10:00
Welcome to the Conference and General Remarks - King/Sullivan Room
10:00 - 11:30
Joint Personal and Corporate Trust Session - King/Sullivan Room
Panel Discussion:
Cut to the Chase: What You Don’t Know Can Hurt You and Your Client
MODERATOR: Ellisa Opstbaum Habbart, Esq., Partner, The Delaware Counsel Group LLP
PANELISTS:
Justice Jack B. Jacobs, Delaware Supreme Court
Vice Chancellor Stephen P. Lamb, Delaware Chancery Court
Vice Chancellor Leo E. Strine, Jr., Delaware Chancery Court
Jonathan Smith, Review Examiner, Office of the State Bank Commissioner (invited)
11:30 - 1:30
Lunch - Conference Center
Cutting Edge Topics - Roundtable Lunch & Learn “How To” Discussions – 45 minute recurring break out sessions – Participants are to select two topics to attend:
11:30 – 11:45 – Lunch Buffet and go to First Session
11:45 – 12:30 – Session One
12:30 – 12:45 – Move to Session Two
12:45 – 1:30 – Session Two
TOPICS
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Marketing the Delaware Trust Advantage - Discussion Leader: Thomas Forrest, President, Charles Schwab Bank.
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Silent Trusts - Discussion Leader: Peter M. Gordon, Esq., Director, Gordon, Fournaris & Mammarella, P.A.
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Use of Delaware Counsel for Delaware Trust Planning and Documents - Discussion Leader: Gregory J. Weinig, Esq., Partner, Connolly Bove Lodge & Hutz LLP.
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Choosing Trust Jurisdiction - Discussion Leader: Richard Nenno, Esq., Managing Director & Trust Counsel, Wilmington Trust.
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Directed Trusts - Discussion Leader: Cynthia D.M. Brown, Esq., VP, Legal Affairs, Commonwealth Trust Company.
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Setting Up a Trust Business in Delaware - Discussion Leader TBA.
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Delaware Incomplete Non-Grantor Trusts (DINGS) - Discussion Leader: Todd A. Flubacher, Esq., Associate, Morris Nichols Arsht & Tunnell, LLP.
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Corporate Trust Securitization Roundtable - Discussion Leader TBA.
1:30 - 3:00
Joint Personal and Corporate Trust Session - King/Sullivan Room
Panel Discussion: Cutting Edge Uses Of Alternative Entities for Delaware Personal & Corporate Trust Planning
MODERATOR: Mark Purpura, Director,
Richards, Layton & Finger, P.A.
3:15 - 3:30
Break
3:30 - 5:00
Joint Personal and Corporate Trust Session - King/ Sullivan Room
Panel Discussion: Uses Of Alternative Trust Investment Products as Permitted Under Delaware Law: Point/Counterpoint
MODERATOR: W. Donald Sparks, II, Esq., Director,
Richards, Layton & Finger, P.A.
5:00 - 6:00
Reception - Hotel duPont Christina Room
6:00 - 8:00
Dinner - Hotel duPont du Barry Room
Guest Speaker - Robert Sitkoff, John L. Gray Professor of Law, Harvard Law School
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8:30 - 9:30
Breakfast - du Barry Room
Guest Speaker - The Honorable Ruth Ann Minner, Governor of the State of Delaware
9:30 - 9:45
Break
9:45 - 11:45 (with 15 minute break)
Joint Personal and Corporate Trust Session - King/Sullivan Room
PANEL DISCUSSION: The Cutting Edge Use of Delaware Trusts By Non-U.S. Grantors including Tax Planning, both Personal & Corporate
MODERATOR: Ellisa Opstbaum Habbart, Esq., Partner, Delaware Counsel Group
11:45 - 12:30
Lunch - du Barry Room
12:30 - 1:30
Guest Speaker - Thomas R. Pulsifer, Esq., Partner, Morris, Nichols, Arsht & Tunnell, The Delaware Decanting Statute
1:45 - 3:15
Concurrent Personal and Corporate Trust Panel Discussions
PERSONAL TRUSTS - King/Sullivan Room
Foreign & Domestic Taxes as They Apply to Delaware Personal Trusts
MODERATOR: Diane Burke, CPA, MBA, AEP, Director, Cover & Rossiter
CORPORATE TRUSTS - Christina Room
Foreign & Domestic Taxes as They Apply to Delaware Corporate (Statutory) Trusts
MODERATOR: James M. Young, CCTS, VP Corporate Trust, Christiana Bank & Trust
3:15 - 3:30
Break
3:30 - 5:00
Joint Personal and Corporate Trust Session - King/Sullivan Room
PANEL DISCUSSION: Trust Compliance: Tensions Between Delaware and Federal Laws Beneficial Owner Disclosure Requirements
MODERATOR: TBD
5:00
Sessions End for the Day - Dinner on your own
FRIDAY, DECEMBER 5
7:30 - 8:00
Continental Breakfast - King/Sullivan Foyer
8:00 - 9:30
Joint Personal and Corporate Trust Session - King/Sullivan Room
Panel Discussion: Cutting Edge Delaware Trust Legislation
MODERATOR: David S. Swayze, Esq., Director, Parkowski, Guerke & Swayze, P.A.
9:30 - 9:45
Drawing for free 2009 Delaware Trust Conference Admission - King/Sullivan Room
9:45 - 10:00
Break
10:00 - 12:00
Joint Personal and Corporate Trust Session - King/Sullivan Room
Panel Discussion:
Update - Trust Ethics in Delaware
MODERATOR: Richard P. Eckman, Esq., Chairman, Financial Service Practice Group, Pepper Hamilton LLP.
12:00 - 12:15 - King/Sullivan Room
Closing remarks and Conference Adjournment
CLE, CPE & ICB Credits Applied For
Conference materials will be supplied on a USB Flash Drive with hard copies at each session
Business Attire for All Events
Follow this link to access the
2008 Delaware Trust Conference Registration Form
2008 Delaware Trust Conference Sponsorship Information
2008 Delaware Trust Conference Steering Committee
Ellisa Opstbaum Habbart, Esq., Partner, The Delaware Counsel Group LLP;
M. Lisa Wilkins, CCTS, VP, Fiduciary Service Manager, SunTrust Delaware Trust Company
Delaware Bankers Association
Trust Conference Planning Committee
Chairman: Joseph D. Freney, CTFA, Vice President, Christiana Bank & Trust Company; Board Representative: Edward A. Reznick, President & CEO, Deutsche Bank Trust Company Delaware; Michele L. Ahwah, VP, Trust Officer, Tiedemann Trust Company; Cynthia D.M. Brown, Esq., Vice President - Legal Affairs, Commonwealth Trust Company; Diane M. Burke, Director, Cover & Rossiter, P.A.; Timothy Egan, Vice President, J.P.Morgan Trust Company of Delaware; Thomas M. Forrest, CPA, Vice President, Schwab FSB; Aaron Fox, Vice President & Trust Officer, The Goldman Sachs Trust Company Of Delaware; Jurgen Hassenpflug, AVP, Wells Fargo Delaware Trust Company; Tara Hoffner, Director, Richards, Layton & Finger, P.A.; William T. LaFond, JD, Managing Director, Wealth Advisory Services, Wilmington Trust; Anne Marie Levin, VP, Delaware Advantage Trust Specialist, PNC Bank, Delaware; Douglas Lundblad, VP, Senior Trust Advisor, Wachovia Bank, N.A./Delaware Trust Company; Dawn M. McGill, VP, Wealth & Investment Services, SunTrust Delaware Trust Company; Donna G. Mitchell, Vice President, Personal Trust, Deutsche Bank Trust Company Delaware;Mark V. Purpura, Esq., Director, Richards, Layton & Finger, P.A.; Nicole M. St .Armand, AVP, Christiana Bank & Trust Co.; Anne L. Stallman, VP, Head of Delaware Fiduciary Group, J.P. Morgan Trust Company of Delaware; Lynn Welch Watson, Fiduciary Officer, J.P. Morgan Trust Company of Delaware; James M. Young, CCTS, Vice President, Corporate Trust, Christiana Bank & Trust Company