You are Currently Visiting The NCBA CLE Online Catalog & Learning Portal

Thursday, February 28, 2019

Asheville | Concord | Wilmington

Available formats

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

  1:45pm  Registration

All of Your Clients Don't Have $11,000,000! Tips for Counseling the 99% | Lamb

Recent increases to the federal estate tax exemption coupled with the abolishment of North Carolina's separate state estate tax tempt many to conclude that the vast bulk of individuals do not need assistance from competent legal counsel. Rest assured that is not the case. This session identifies why competent legal counsel remains vitally important even when estate tax is not a concern.

This session also examines various pre- and post-mortem situations that frequently occur and explores strategies to address the issues presented.

The discussion analyzes both tax and non-tax issues. Every estate planning and fiduciary law attorney benefits from this session!

From 39th Annual Estate Planning & Fiduciary Law Program, July 26-28, 2018


Advance Directives in North Carolina: From the Lawyer's Office to the Doctor's Office | Perrell

This session provides discussion of North Carolina’s advance directives and practical considerations related to how these play out in helping or not helping ensure that individual wishes are known and honored.

From 2018 Health Law Section Annual Meeting and Joint CLE
with the Litigation Section, April 27, 2018


'Til Death (or Divorce) Do Us Part: The Intersection of Estate Planning and Family Law | Finch and Holm

In addition to family law concerns, important estate planning issues arise as soon as a married couple becomes separated.

This session explores estate planning issues that arise during separation and after divorce, implications of the death of a spouse during a separation, premarital and post-marital agreements, including issues regarding enforceability, and the division of retirement benefits, including practice tips and common pitfalls in drafting qualified domestic relations orders (QDROs).

This session brings practical insights and expert guidance from the perspective of a practicing family law attorney.

From 39th Annual Estate Planning & Fiduciary Law Program, July 26-28, 2018

  5:30 Adjourn



Early Riser Ethics


Lunch Substance Abuse/Mental Health


Product Information
Product Date:
February 28, 2019
Best of the Best: Afternoon Session
TUITION RATE. Membership discount automatically applies at checkout. 
Standard: $190
NCBA Member: $155
CLE Premier Pass: $0

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


Comfort Suites Outlet Center
890 Brevard Road Driving Directions | 828.665.4000    

Hilton Garden Inn Charlotte/Concord
7831 Gateway Lane NW Driving Directions | 704.979.2900    

Holiday Inn Express & Suites Wilmington University Center
160 Van Campen Boulevard Driving Directions | 910.392.3227    

Speaker Information
Daniel B Finch   [ view bio ]
David E Holm   [ view bio ]
Zachary F Lamb   [ view bio ]
Melissa A Perrell   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 3.25
CLE Premier Pass
This seminar is no longer available for purchase.