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Delaware Tax Institute

Ruby R. Vale Moot Courtroom

12/6/2019 06:00am - 6:00pm


Delaware Tax Institute: 2019: Tax Developments & Planning

Thinking Forward: Strategies & Opportunities

Date and Time: Friday, December 6, 2019, 8:30 a.m. 

Location: Ruby R. Vale Moot Courtroom, Delaware Law School Campus

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Agenda, Bios, and Course Materials for Friday, December 6, 2019

8:30-8:35 am: Welcome – Rodney A. Smolla, Dean & Professor of Law, Widener University Delaware Law School

8:35-9:20 am: Opportunity Zone - Brad A. Molotsky (pdf), Esquire, Duane Morris LLP

Course Materials: Molotsky - Federal Opportunity Zones (pdf)

9:20 – 10:05 am: Recent Developments in Estate Planning
Moderator: Jocelyn Margolin Borowsky (pdf), Esquire, Duane Morris LLP
Panelists: Eric R. Hague (pdf), Esquire; Duane Morris LLP; Kimberly Gill McKinnon (pdf), Esquire, Gordon, Fournaris & Mammarella, P.A.

Course Materials: Hague - Recent Developments in Estate Planning: Selected 2019 Gift and Estate Tax Cases (pdf) and McKinnon - Recent Developments in Estate Planning: Private Letter Rulings and Other Internal Revenue Service Guidance Update for Late 2018 and 2019 (pdf)

10:05-10:15 am: Break

10:15-11:45 am: Recent Developments in Income Tax
Moderator: Kathryn S. Schultz (pdf), CPA, AEP, Belfint Lyons & Shuman, P.A.
Panelists: Charles J. Durante (pdf), Esquire, Connolly Gallagher LLP; Laura A. Lloyd (pdf), CPA, Albero, Kupferman & Associates, LLC

Course Materials: Schultz - Foreign-Derived Intangible Income (pdf) and Durante - 2019 Income Tax Developments (pdf) and Lloyd - Recent Developments in Income Tax Developments (pdf).

11:45 am –12:30 pm: Luncheon, Barristers’ Club

12:30 – 1:40 pm: Planning Opportunities Under Federal and State Income Tax Rules - Daniel F. Hayward (pdf), Esquire, Gordon, Fournaris & Mammarella, P.A. and Vincent C. Thomas (pdf), Esquire, Young Conaway Stargatt & Taylor, LLP

Course Materials: Hayward - Dynasty Trusts: Nothing Lasts Forever (pdf) and Planning Opportunities Under Federal and State Income Tax Rules (pdf) and Thomas - Income Tax Planning Strategies From the Recent ACTEC Meetings (pdf)

1:40 – 2:30 pm: Planning with Preferred Partnership Interests - N. Todd Angkatavanich (pdf), Esquire, Ernst & Young LLP

Course Materials: Angkatavanich - Estate Freezes with 2701 (pdf) and Fun with Section 2701 (pdf)

2:30 – 2:40 pm: Break

2:40 – 3:40 pm: Distinguished Speaker - Jared Bernstein, Senior Fellow, Center on Budget and Policy Priorities and Former Chief Economist and Economic Adviser to Vice President Joseph Biden in the Obama Administration

3:45 – 4:45 pm: Maintaining Civility and Fidelity to Facts, Law and Procedure in a Changing Environment: What Lawmakers, the Media and Others Could Learn From the Ethical Practice of Law - Luke W. Mette (pdf), Esquire, Chief Disciplinary Counsel for the Office of Disciplinary Counsel, Supreme Court of Delaware

Course Materials: Mette - Maintaining Civility and Fidelity to Facts, Law, and Procedure (pdf)

4:45 pm: Adjourn

4:45 – 5:30 pm: Wine and Cheese Reception

2019 Delaware Tax Institute Planning Committee: Jocelyn Margolin Borowsky, Duane Morris; John “Jack” P. Garniewski Jr. (pdf), Family Office Solutions, LLC; Daniel F. Hayward, Gordon, Fournaris & Mammarella, P.A.; Carol G. Kroch (pdf), Wilmington Trust Company; Kathryn S. Schultz, Belfint Lyons & Shuman, P.A.; W. Donald Sparks II (pdf), Richards Layton & Finger, P.A.; Kenneth W. Stewart (pdf), Stephano Slack LLC; Leo E. Strine (pdf), The Financial House; Vincent C. Thomas (pdf), Young Conaway Stargatt & Taylor, LLP.

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