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Available via Video Replay

Original Program Date: May 18, 2018

Click on the "In Depth" tab for tuition, video replay and speaker information.

This program is designed as a survey for individuals who practice routinely in the area of estate planning and who have several years of prior experience in this area.

The program includes a series of lectures by experienced estate planning practitioners who have expertise in specific areas speak, including advising clients on and implementing sophisticated gift tax planning strategies, modifying irrevocable trusts, income tax issues related to trusts, planning for LGBT clients, and structuring charitable gifts into an effective estate plan.

This program is designed at an advanced level, but also serves as an excellent opportunity for those who practice at an intermediate level to gain a more in-depth understanding of advanced planning techniques and issues.

Planned by the NCBA Estate Planning & Fiduciary Law Section

  • Current Event/New Tax Law Issues | Graves
  • Charitable Giving | Landess
  • Basis Planning | Newton
  • Federal Income Taxation of Trusts | Henderson
  • Life Cycle of an FLP | Chomakos
  • Refashioning Irrevocable Trusts | Arias
Product Information
Date Presented:
May 18, 2018 8:25 AM Eastern
7 hours, 35 minutes
2018 Advanced Estate Planning Survey Course

Registration Tuition Options:  

 Early Bird and Membership discounts will automatically be applied at checkout.

Early Bird
Save 10% by registering early!

NCBA Estate Planning & Fiduciary Law Section Member $335 $370
NCBA Member $360 $400
Non-Member $430 $480
1st Year Licensed in NC (NCBA Member) $99
Full-time LANC Attorney (NCBA Member) $300
NCBA Paralegal Division Member $300
CLE Passport 6 tokens 
 The following categories do not include MCLE fees:
Law Student Division Member $25
Paralegal Division Student Member $25
Please call the CLE Department to register for the below categories: 800.228.3402
Judge | Law Professor | Clerk of Court
(NCBA Member)

Video Locations:

NC State Bar rules require a minimum number of pre-registered active State Bar members. 
The NCBA reserves the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar requirement.

Save 10% on a video replay program by registering early!



Speaker Information
Elizabeth K Arias   [ view bio ]
Andrea C Chomakos   [ view bio ]
Rick E Graves   [ view bio ]
Sherwood C 'Chris' Henderson   [ view bio ]
C Barton 'Bart' Landess   [ view bio ]
Kerri L S Mast   [ view bio ]
Patrick D Newton   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 6.25
Estate Planning and Probate Law Specialization: 6.25
CLE Premier Pass