39th Annual Estate Planning & Fiduciary Law Program - North Carolina Bar Association - Online Store & Learning Gateway
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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
  • 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
  • Nothing Succeeds Like Successful Succession | Berry
  • What the Clerks Want You to Know | Barker, Johnson-Tonkins, T Jones, Knox and Washington
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.

Full and partial scholarships are available for attorneys experiencing a financial hardship of any kind. Click here to apply.

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


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
CLE Premier Pass