Delaware Bankers Association - 2016 DE Trust Conference Materials

Delaware Bankers Association

2016 Delaware Trust Conference Materials

Tuesday Sessions

Session 1 - Changes:

A Shiny New Tool for the Tool Box

McGuire Woods Recent Developments Materials

Session 2 - Still the One:

Comments to Uniform Voidable Transaction Act

Comparison of DE, NV, and SD

Transfers to Self-Settled Spendthrift Trusts

Why is DE Still a Place to Situs a Trust

Session 3 - Why Can't We Be Friends

Collaboration Across Small and Great Divides

Session 4A - You Can Go Your Own Way

You Can Go Your Own Way

Session 4C - We Can Work It Out

We Can Work It Out

Session 4B - One Way or Another

One Way or Another Outline - Sovine

One Way or Another - Pratt

This v. That - Ohio - Stegman

NC Will & The Way Article

Session 4 D - We Are Family

Session 5 - All Over the World

International Panel

Session 6 - You Got It

Title 12 3301 Sections

2016 Oct DTA Mtg Draft

Directed Trust Act - Oct 16

Wednesday Sessions

Session 1 - Hot, Hot, Hot

Hot, Hot, Hot - Purpura

Session 2 - Get It Right the First Time

Case Study - New Business

Case Study - Successor Trustee

Session 3 - Taxman

State Income Tax - Cundiff

Session 5A - Don't Fear the Reaper

Bereavement/Grief - Ellison
Grief Presentation - Fanning

Session 5B - All the Things You Are

Non-Judicial Settlements

Session 5C - Knowing Me, Knowing You

Directed Trusts Investments Outline

Session 5D - I'm So Excited

Trusts Utilizing Entity Structures

Session 5E - Silence is Golden

The Best Way to Set Up a Quiet Trust

Session 6 - Still the Same

Consistent Basis Reporting - Rosen

Session 7 - Private Eyes

Attorney Client Privilege

Enhance Your Conference Experience - with the New Conference App!

Map out your conference experience through the mobile app that can be downloaded to smartphones, tablets and computers.

The app has all the important information you’ll need for the conference. It’s easy to use the app. You should have received an email invitation with instructions on how to download and activate the App.

Logging in from the App without using the Invitation:

1. Download the App - First download the App on the device you’ll be using at the conference. The App is available in the Apple Store (for iOS users) and Google Play (for Android users). If you haven’t already done so, visit the Apple Store or Google Play and search “DBA/DFEA.” It is a free download. If you’re using your computer or other device (such as a Kindle) you can access the App at the following address: https://crowd.cc/de-tc-16

2. Click on event “2016 Delaware Trust Conference.” The event will load. Sign in using the password for the event: “16key” Then click “Access Event.”

3. Enter your info. You’ll be prompted to enter your first and last name. Tap “Next.” Enter an email address, then tap “Next” again.

4. Verify your account. A verification email will be sent to your inbox. Open it and tap “Verify Account.” You’ll see your confirmation code has already been carried over. Just tap “Finish.”