2019 Delaware Trust Conference Materials
Tuesday Sessions
Session 1 - A Federal Tax Update
Federal Tax Update - Donaldson
Federeal Tax Update Presentation
Session 2 - Changing Situs
Session Three - Women and Wealth
The Future of Wealth is Female
Session 4A - Educating the Next Generation
Session 4B - Construction of a Trust
Session 4C - Reporting Requirements for Foreign Trusts
The Great Myth is Pre-Immigration Tax Planning
Session 5 - QSBS
Session 6 - Reconciling Fiduciary Duty and Social Conscience
Reconciling Fiduciary Duty and Social Conscience
Wednesday Sessions
Session 1 - Significant Fiduciary Cases
Outline of 2018 Fiduciary Cases
Session 2 - Implications of 5 Generations of Trust & Wealth
Implications of 5 Generations on Trust & Wealth
Session 3A - Trust Ethics - Social Media
Session 3B - Trust Modification
Best Practices and Pitfalls of Trust Modificiation
Session 4 - Trust Ethics - Elder Financial Abuse
Elder Financial Abuse - Gallant
Session 5A - Young Professionals
Impressions from Young Professionals
Challenging Discretionary Distribution Requests and How to Analyze
Session 5C - International Planning
International Planning with Delaware Trusts
Session 6 - The First State V. Other States
Session 7 - 2019 Trust Act
2019 Amendments to DE Trust Act
ACTEC Virtual Representation Statutes
Trust Act 2019 Bill (as amended but with original synopsis)