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Live Cary, NC Bar Center | Live Webcast

Friday, May 18, 2018

Registration and Breakfast: 7:45a
Program: 8:25a-4:00p

Also Available via Video Replay

Click on the "In Depth" tab for tuition, location, 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

  • 7:45a | Registration and Continental Breakfast
  • 8:20 | Welcome and Introductions
  • 8:30 | Current Event/New Tax Law Issues | Graves
  • 9:45 | Charitable Giving | Landess
  • 10:45 | Break
  • 11:00 | Basis Planning | Newton
  • 12:00p | Networking Lunch
  • 12:45 | Federal Income Taxation of Trusts | Henderson
  • 1:45 | Life Cycle of an FLP | Chomakos
  • 2:45 | Break
  • 3:00 | Refashioning Irrevocable Trusts | Arias
  • 4:00 | Adjourn
Product Information
Date Presented:
May 18, 2018 8:25 AM Eastern
7 hours, 35 minutes
Registration Fee:
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!
early bird expires 
May 11

NCBA Estate Planning & Fiduciary Law Section Member $335 $370$430
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 $430
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)

LIVE CARY Program Location and Local Hotel Accommodations:

Program Location

NC Bar Center
8000 Weston Parkway, Cary, NC 27513 Directions | 800.228.3402 | Dorsett Auditorium 

Local Hotel Accommodations

Embassy Suites
201 Harrison Oaks Boulevard, Cary Directions 

Rates | $169 
Includes full cooked-to-order breakfast and manager's evening reception

Reservations Click here to register online. Web reservation preferred: select dates and click "add special rate code.  Enter 2691626.

TownePlace Suites by Marriott

120 Sage Commons Way, Cary Directions

Rates | $114 studio queen with sleeper sofa (Sunday-Thursday) 
Includes complimentary hot breakfast

| 919.678.0005 
Ask for the NC Bar Association corporate rate

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!

Cary | NC Bar Center | Thursday, July 12, 2018
8000 Weston Parkway Directions | 800.228.3402 | Dorsett Auditorium
Registration: 8:45a | Program: 9:00a-3:45p
#504BAR | Early Bird July 5

Concord | Hilton Garden Inn | Friday, July 13, 2018

7831 Gateway Lane NW Directions | 704.979.2900 | Cardinal A
Registration: 8:45a | Program: 9:00a-3:45p
#504CRD | Early Bird July 6 


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 Passport
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CARY LIVE Friday, May 18, 2018 | #504AEP
Estate Planning & Fiduciary Law Section Member: $370.00
NCBA Member: $400.00
Non-Member Price: $480.00
CARY VIDEO Thursday, July 12, 2018 | #504BAR
Estate Planning & Fiduciary Law Section Member: $370.00
NCBA Member: $400.00
Non-Member Price: $480.00
CONCORD VIDEO REPLAY Friday, July 13, 2018 | #504CRD
Estate Planning & Fiduciary Law Section Member: $370.00
NCBA Member: $400.00
Non-Member Price: $480.00