43rd Annual Fall Tax Day - Fiduciary Agenda
| Time | Topic | Speakers | |
|---|---|---|---|
| 8:00 - 8:55 AM | Registration - Sponsors - Coffee | ||
| 8:55 - 9:00 AM | Opening Remarks |
James R. Housman Henry Lievre |
|
| 9:00 - 10:15 AM | Estate Planning Update / What's New and Current Developments / "Benefits" after "Retirement"/ Gift-Splitting |
Bruce Steiner |
|
| 10:15 - 10:30 AM | Morning Break |
Sponsor Room |
|
| 10:30 - 11:10 AM |
Why is Everyone Talking About Delaware Trusts? |
Norris P. Wright |
|
| 11:10 - 12:00 PM |
"Ring in the New Year with the 3.8% |
Dave Nave |
|
|
12:00 - 2:00 PM* |
*Lunch |
|
|
| Luncheon Speaker | Benjamin Pace (US Chief Investment Officer/Head Global Investment Solutions-Americas) Deutsche Bank |
||
|
The John Rosza Memorial Scholarship Scholarship Recipient Scholarship Recipient |
Prof. Walter G. Antognini |
||
| 2:00 - 3:15 PM |
Back to the Future? |
Michael Macero |
|
| 3:15 - 3:30 PM | Afternoon Break |
Sponsor Room |
|
| 3:30 - 5:00 PM |
Special Asset Reporting Issues |
Daniel Waltman Kelly Totin Laurie Adatepe PricewaterhouseCoopers |
|
| 5:00 - 7:00 PM | Cocktail Reception | ||
| *Joint Session for Corporate & Fiduciary: after the Lunch Break, please return to your respective agendas. |
|||
