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Live Kiawah Island, SC | Kiawah Island Golf Resort

Thursday-Saturday, July 26-28, 2018

Thursday Registration/Breakfast: 7:30a
Thursday Program: 8:00a-12:00p
Thursday Reception: 6:00-7:00p
Friday Breakfast: 7:45a
Friday Program: 8:10a-12:00p
Saturday Breakfast: 7:45a
Saturday Program: 8:10a-12:00p

Also Available via Video Replay

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

Join us this summer as we return to Kiawah Island for our 39th Annual Estate Planning & Fiduciary Law Program.

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

Coinciding with the annual meeting of the Estate Planning & Fiduciary Law Section, this program–attended by attorneys, CPAs, trust companies and other estate planning professionals from North Carolina and beyond–offers a number of opportunities to network and mingle with colleagues in the estate planning arena.

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 

BUNDLE OPTION

   New this year!...Bundle your tuition for the live Kiawah program with the newly updated 2018 edition of the 
NC Estate Administration Manual.
 

Considered the gold standard for NC estate practitioners, this bestselling procedural guide continues to improve the quality of probate practice through the use of systematic and uniform procedures.

Along with the most recent legislative updates, pertinent case law, and more than 185 essential forms, this comprehensive ninth edition is enhanced with new and expanded sections on the following key topics

Save 30% or more on the manual by bundling it with your tuition!

Bundle offer includes the electronic version of the NC Estate Administration Manual, 9th Edition. Print version is sold separately. Attendance to the live 39th Annual Estate Planning & Fiduciary Law Program at Kiawah Island is required in order to receive the manual. All bundle orders received by July 19 will receive the manual in the online portal the week prior to the live program on July 26. Bundle orders taken after July 19 will receive the manual the week following the live program. 

 

Product Information
Product Date:
July 26, 2018
Agenda
  • Thursday 7:30a | Registration and Continental Breakfast
  • 8:00 | Introductions and Announcements
  • 8:15 | Federal and State Recent Developments | Horn, C. Jones, Kain and Van Hoy | Speakers sponsored by Brown Advisory
  • 9:45 | North Carolina Legislative Update | Mosley | Speaker sponsored by US Trust
  • 10:00 | Break
  • 10:15 | Estate Planning & Fiduciary Law Section Annual Meeting | Linda F Johnson, Senter Stephenson Johnson, Fuquay-Varina, NC, 2017-2018 Section Chair, presiding
  • 10:30 | Twenty (Plus) Years Later: Developments in Asset Protection Since 1997; Focus on Domestic Asset Protection Trusts | Terrill | Keynote speaker sponsored by The Morehead Group
  • 12:00p | CLE Adjourn
  • 6:00-7:00 | Networking Reception
  • Friday 7:45a | Continental Breakfast
  • 8:10 | Introductions and Announcements
  • 8:15 | Track 1 | Help! I Have a New Tax Act and I Can’t Find My Deductions| Thorman
  • 8:15 | Track 2 | All of Your Clients Don't Have $11,000,000! Tips for Counseling the 99%| Lamb
  • 9:30 | Break
  • 9:45 | Track 1 | Impact of Tax Reform on Choice of Entity Determination and Considerations for Restructuring Existing Business Entity Classifications| Agee
  • 9:45 | Track 2 | ‘Til Death (or Divorce) Do Us Part - The Intersection of Estate Planning and Family Law| Finch and Holm
  • 10:45 | Break
  • 11:00 | Track 1 | Stitching Shadows in Neverland: A Counterpart Basis Analysis Applied to Disregarded Promissory Notes and Assets Owned in Grantor Trusts| King
  • 11:00 | Track 2 | A Practical Guide to Living Probate – A New Tool for Estate Planners | Adams and Kohut
  • 12:00p | CLE Adjourn
  • Saturday 7:45a | Continental Breakfast
  • 8:10 | Introductions and Announcements
  • 8:15 | The Path to Lawyer Well-Being: Practical Recommendations for Positive Change | Padgett
  • 9:15 | Break
  • 9:30 | What the Clerks Want You to Know | Barker, Johnson-Tonkins, T Jones, Knox and Washington
  • 10:30 | Break
  • 10:45 | Nothing Succeeds Like Successful Succession | Berry | Featured speaker sponsored by Brown Brothers Harriman
  • 12:00p | CLE Adjourn
39th Annual Estate Planning & Fiduciary Law Program

Registration Tuition Options:  

 
 Early Bird and Membership discounts will automatically apply at checkout.
LIVE and VIDEO REPLAY

Early Bird
   
Save 10% by registering early!
LIVE KIAWAH ISLAND 
early bird expires July 19

Regular
Live Program + Estate Administration Manual eVersion Bundle

NCBA Estate Planning & Fiduciary Law Section Member $425 $470+ $170
NCBA Member $455 $505
Non-Member $545 $605
1st Year Licensed in NC (NCBA Member) $198
Full-time LANC Attorney (NCBA Member) $380
NCBA Paralegal Division Member $380
CLE Passport 9 tokens  n/a
 
The following categories do not include MCLE fees. Please call the CLE Department to register: 800.228.3402
Judge | Law Professor | Clerk of Court
(NCBA Member)
$75 + $170
 


LIVE KIAWAH ISLAND Program Location and Hotel 
Accommodations:

Program Location
 
Kiawah Island Golf Resort
| One Sanctuary Beach Drive, Kiawah Island, SC 29455 Directions | 800.654.2924 or 843.768.2121  

Hotel Accommodations



NCBA ROOM BLOCK IS SOLD OUT!
Rooms may still be available at the resort, however, they will be regular price. Please contact the resort directly for more information.

Rates
| Scenic View Villas: $237 one bedroom, $303 two bedroom | Ocean View Villa: $379 one bedroom | Sanctuary: $556 run of house
 
Reservations | 800.654.2924 or 843.768.2121 | Group Booking ID#: 13465

Hotel Cutoff Date | June 21, 2018

The NCBA CLE has obtained this special room rate by contracting a total meeting package at the Kiawah Island Golf Resort. We must meet certain minimum hotel room requirements or face attrition and/or meeting room rental charges. To continue to provide reasonable CLE registration fees, we need your help. Please take advantage of this negotiated room rate.

Just over the horizon form historic Charleston, an island of spectacular beauty rests between the winding Kiawah River and a pristine stretch of Atlantic Ocean beach. Nestled into this tranquil landscape, Kiawah Island Golf Resort welcomes you to an ambiance of elegant ease and relaxation enhanced in every aspect by the resort’s hospitable staff. Visitors can enjoy the serenity of ten miles of pristine beach, 30 miles of paved bike trails and a variety of nature programs. They may also chose to challenge their game on the resort’s award winning tennis courts or championship golf courses including The Ocean Course, home of the 2012 PGA Championship.       

For thousands of years, eagles, egrets and other natural residents of Kiawah have enjoyed its lush, semi-tropical environment while remaining sheltered from the world. Today, Kiawah Island remains a haven for those who stay. However, the reasons for visiting have become more varied. From ten miles of romantic, unspoiled beach to 30 miles of paved, biking trails. From kayaking and canoeing adventures to alligator and birding walks. From oceanfront fine dining to riverside oyster roasts.


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!


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


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


Charlotte | Hampton Inn & Suites Charlotte SouthPark at Phillips Place | Thursday-Friday, October 4-5, 2018

6700 Phillips Place Court Directions | 704.319.5700 | Conference Room
Registration: 8:45a
Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705CHA | Early Bird September 27


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


Hickory | Catawba Valley CC Appalachian Center | Thursday-Friday, November 15-16, 2018

2760 Hwy 70 SE Directions | 828.327.7000 | Room 109B
Registration: 8:45a
Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705HIC | Early Bird November 8


Hickory | Patrick Harper & Dixon LLP | Tuesday-Wednesday, September 18-19, 2018

34 2nd Street NW, Suite 400 Directions | 828.322.7741 | Library
Registration: 8:45a
Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705PHD | Early Bird September 11


Pinehurst | Holiday Inn Express Southern Pines-Pinehurst | Thursday-Friday, November 8-9, 2018

155 Partner Circle Directions | 910.693.2280 | Meeting Room
Registration: 8:45a
Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705PIN | Early Bird November 1


New Bern | River Bend Country Club | Thursday-Friday, October 4-5, 2018

94 Shoreline Drive Directions | 252.638.2819 | Banquet Room
Registration: 8:45a
Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705NEW | Early Bird September 27


Rocky Mount | Country Inn & Suites | Tuesday, November 13, 2018

672 English Road Directions | 252.442.0500 | Salon B
Registration: 7:45a | Program: 8:00a-6:45p
#705RMT | Early Bird November 6


Wilmington | Hampton Inn Wilmington-Medical Park | Thursday-Friday, September 27-28, 2018

2320 South 17th Street Directions | 910.796.8882 | Azalea Room
Registration: 8:45a
Day 1: 9:00a-4:00p | Day 2: 9:00a-12:15p
#705WLM | Early Bird September 20


Winston-Salem | Fairfield Inn & Suites Winston-Salem Hanes Mall | Thursday-Friday, September 27-28, 2018

1680 Westbrook Plaza Drive 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 Bird September 20

 

 

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 ]
Jennifer J Knox   [ 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
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Products
LIVE KIAWAH ISLAND Thursday-Saturday, July 26-28, 2018 | #705EPF
Estate Planning & Fiduciary Law Section Member: $470.00
NCBA Member: $505.00
Non-Member Price: $605.00
LIVE KIAWAH ISLAND ESTATE ADMINISTRATION MANUAL eVERSION BUNDLE Thursday-Saturday, July 26-28, 2018 | #705EAM
Estate Planning & Fiduciary Law Section Member: $640.00
NCBA Member: $675.00
Non-Member Price: $775.00
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