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Original Program: July 26-28, 2018

Available formats

 

This program provides innovative CLE programming covering significant estate planning, estate administration and tax issues and a wide range of topics for both new and experienced lawyers.

Dynamic speakers covering a variety of topics, including:

  • Federal and state recent developments
  • Planning under the new tax act
    • Fiduciary income tax
    • Business planning
    • Basis in disregarded note transactions
  • Planning and administration for clients under the 706 filing threshold
  • The intersection of family law and estate planning
  • Living probate
  • A panel of Clerks of Court sharing what they want planners to know

Planned by the NCBA Estate Planning & Fiduciary Law Section

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

Product Information
Product Date:
July 26, 2018
Agenda
  • Federal and State Recent Developments | Horn, C. Jones, Kain and Van Hoy
  • North Carolina Legislative Update | Mosley
  • Twenty (Plus) Years Later: Developments in Asset Protection Since 1997; Focus on Domestic Asset Protection Trusts | Terrill
  • Track 1 | Help! I Have a New Tax Act and I Can’t Find My Deductions | Thorman
  • Track 2 | All of Your Clients Don't Have $11,000,000! Tips for Counseling the 99% | Lamb
  • Track 1 | Impact of Tax Reform on Choice of Entity Determination and Considerations for Restructuring Existing Business Entity Classifications | Agee
  • Track 2 | ‘Til Death (or Divorce) Do Us Part - The Intersection of Estate Planning and Family Law | Finch and Holm
  • Track 1 | Stitching Shadows in Neverland: A Counterpart Basis Analysis Applied to Disregarded Promissory Notes and Assets Owned in Grantor Trusts | King
  • Track 2 | A Practical Guide to Living Probate – A New Tool for Estate Planners | Adams and Kohut
  • The Path to Lawyer Well-Being: Practical Recommendations for Positive Change | Padgett
  • What the Clerks Want You to Know | Barker, Johnson-Tonkins, T Jones, Knox and Washington
  • Nothing Succeeds Like Successful Succession | Berry
39th Annual Estate Planning & Fiduciary Law Program
TUITION RATE. Early and Membership discounts will automatically apply at checkout. 

Register early and SAVE 10%! 

Standard: $605 / $545 Early
NCBA Member: $505 / $455 Early
NCBA Estate Planning & Fiduciary Law Section Member: $470 / $425 Early
CLE Premier Pass: $0


Discounts are available for NCBA members who are law professors, judges, or legal services/public interest attorneys. For this program, discounts are also available for members who are 1st year licensed in NC attorneys, Paralegal Division, and clerks of court. Call CLE at 800.228.3402 for details.

VIDEO REPLAYS. The agenda may not include certain breakouts/tracks shown at the original program.  


Asheville | Thursday-Friday, September 27-28, 2018 
Lenoir-Rhyne University Asheville Campus
36 Montford Avenue Driving Directions | 828.407.4263 | Room 310
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705ASV | Early September 20

Cary | Wednesday-Thursday, September 5-6, 2018
NC Bar Center
8000 Weston Parkway Driving Directions | 800.228.3402 | Dorsett Auditorium
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705BAR | Early August 29

Charlotte | Thursday-Friday, October 4-5, 2018
Hampton Inn & Suites Charlotte SouthPark at Phillips Place
6700 Phillips Place Court Driving Directions | 704.319.5700 | Conference Room
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705CHA | Early September 27

Fayetteville | Thursday-Friday, October 11-12, 2018
Fairfield Inn & Suites Fayetteville North
4249 Ramsey Street Driving Directions | 910.223.7867 | Boardroom
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705FAY | Early October 4

Hickory | Thursday-Friday, November 15-16, 2018
Catawba Valley CC Appalachian Center
2760 Hwy 70 SE Driving Directions | 828.327.7000 | Room 109B
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705HIC | Early November 8

Hickory | Tuesday-Wednesday, September 18-19, 2018
Patrick Harper & Dixon LLP
34 2nd Street NW, Suite 400 Driving Directions | 828.322.7741 | Library
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705PHD | Early September 11

Pinehurst | Thursday-Friday, November 8-9, 2018
Holiday Inn Express Southern Pines-Pinehurst
155 Partner Circle Driving Directions | 910.693.2280 | Meeting Room
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705PIN | Early November 1

New Bern | Thursday-Friday, October 4-5, 2018
River Bend Country Club
94 Shoreline Drive Driving Directions | 252.638.2819 | Banquet Room
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705NEW | Early September 27

Rocky Mount | Tuesday, November 13, 2018
Country Inn & Suites
672 English Road Driving Directions | 252.442.0500 | Salon B
Registration: 7:45a | Program: 8:00a-6:45p
#705RMT | Early November 6

Wilmington | Thursday-Friday, September 27-28, 2018
Hampton Inn Wilmington-Medical Park
2320 South 17th Street Driving Directions | 910.796.8882 | Azalea Room
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705WLM | Early September 20

Winston-Salem | Thursday-Friday, September 27-28, 2018
Fairfield Inn & Suites Winston-Salem Hanes Mall
1680 Westbrook Plaza Drive Driving Directions | 336.714.3000 | Room 153 A&B
Registration: 8:45a | Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705WIN | Early September 20 

FACULTY. 
Speaker Information
Abby L Adams   [ view bio ]
S Kyle Agee   [ view bio ]
Deborah L Barker   [ view bio ]
Turney P Berry   [ view bio ]
Daniel B Finch   [ view bio ]
David E Holm   [ view bio ]
Mark R A Horn   [ view bio ]
Caitlin N Horne   [ view bio ]
Lisa Johnson-Tonkins   [ view bio ]
Christopher J C 'Chris' Jones   [ view bio ]
Timothy W Jones   [ view bio ]
Matthew R Kain   [ view bio ]
Carl L King   [ view bio ]
Paula A Kohut   [ view bio ]
Zachary F Lamb   [ view bio ]
Mitchell Kemp Mosley   [ view bio ]
Beth Padgett   [ view bio ]
John A 'Jack' Terrill II   [ view bio ]
Sandi O Thorman, CPA   [ view bio ]
Bradley T 'Brad' Van Hoy   [ view bio ]
J Yancey Washington   [ view bio ]
Beth A Wood   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 9.75
Estate Planning and Probate Law Specialization: 9.75
General: 8.75
Substance Abuse/Mental Health (SA/MH): 1.00
Questions?
CLE Premier Pass
Products
ASHEVILLE VIDEO REPLAY Thursday-Friday, September 27-28, 2018 | #705ASV
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
CARY VIDEO REPLAY Wednesday-Thursday, September 5-6, 2018 | #705BAR
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
CHARLOTTE VIDEO REPLAY Thursday-Friday, October 4-5, 2018 | #705CHA
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
FAYETTEVILLE VIDEO REPLAY Thursday-Friday, October 11-12, 2018 | #705FAY
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
HICKORY VIDEO REPLAY Thursday-Friday, November 15-16, 2018 | #705HIC
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
HICKORY (PATRICK HARPER & DIXON LLP) VIDEO REPLAY Tuesday-Wednesday, September 18-19, 2018 | 705PHD
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
PINEHURST VIDEO REPLAY Thursday-Friday, November 8-9, 2018 | #705PIN
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
NEW BERN VIDEO REPLAY Thursday-Friday, October 4-5, 2018 | #705NEW
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
ROCKY MOUNT VIDEO REPLAY Tuesday, November 13, 2018 | #705RMT
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
WILMINGTON VIDEO REPLAY Thursday-Friday, September 27-28, 2018 | #705WLM
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
WINSTON-SALEM VIDEO REPLAY Thursday-Friday, September 27-28, 2018 | #705WIN
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00