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Live Kiawah Island, SC | Kiawah Island Golf Resort
Thursday-Saturday, July 25-27, 2019

Available formats

  

Join us this summer as we return to Kiawah Island for our 40th 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 cover a variety of topics, including:

  • Federal and state recent developments
  • Sales to spousal grantor trusts
  • Basis planning
  • Flexible drafting in times of uncertainty
  • The intersection of estate planning and elder law
  • Practical estate administration
  • Navigating a fiduciary dispute

Planned by the NCBA Estate Planning & Fiduciary Law Section

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

Agenda
  • THURSDAY, JULY 25, 2019
  • 7:30am | Registration and Breakfast
  • 8:00 | Introductions and Announcements
  • 8:15 | Federal and State Recent Developments | Cooper, Kain and Loftis | Speakers sponsored by Brown Advisory
  • 10:00 | Break
  • 10:15 | Estate Planning & Fiduciary Law Section Annual Meeting | Rebecca L Smitherman, Craige Jenkins Liipfert & Walker LLP, Winston-Salem, 2018- 2019 Section Chair, presiding
  • 10:30 | A View from the Trenches: What's Happening with Transfer Tax Audits/Controversies in the Era of Higher Exemptions? | Porter | Keynote speaker sponsored by The Morehead Group
  • 12:00pm | Adjourn for the Day
  • 6:00-7:00 | Networking Reception at Osprey Point Clubhouse
  • FRIDAY, JULY 26, 2019
  • 7:45am | Breakfast
  • 8:10 | Announcements
  • 8:15 | TRACK BREAKOUT SESSIONS
  • - Track 1 | Installment Sales to Spousal Grantor Trusts | Hattenhauer and Mellen
  • - Track 2 | Practical Estate Administration: Observations from a Public Administrator | Johnson
  • 9:30 | Break
  • 9:45 | TRACK BREAKOUT SESSIONS
  • - Track 1 | Reducing Prospective Tax Liability Through Consideration of Basis Issues in Estate Planning | Siler
  • - Track 2 | Drafting in Uncertain Times | Foy
  • 10:45 | Break
  • 11:00 | TRACK BREAKOUT SESSIONS
  • - Track 1 | If Mom Could Only See Them Now! Navigating a Fiduciary Dispute | Brown and Hutson
  • - Track 2 | A Peek into Elder Law: The Intersection of Estate Planning and Elder Law | Mewhinney
  • 12:00pm | Adjourn for the Day
  • SATURDAY, JULY 27, 2019
  • 7:45am | Breakfast
  • 8:10 | Introductions and Announcements
  • 8:15 | Ethics | Spahn
  • 9:15 | Break
  • 9:30 | Legislative Update | Davies and Mosley
  • 10:15 | Break
  • 10:30 | The Junction of Excellent Estate Planning and Terrible Trust Administration | Redd | Featured speaker sponsored by Brown Brothers Harriman
  • 12:00pm | Adjourn
Web Event Information
Start Time:
July 25, 2019 8:00 AM Eastern
7:00 AM Central, 6:00 AM Mountain, 5:00 AM Pacific
Add to Calendar:
Estimated Length:
2 days, 4 hours
Registration Time Remaining:
7 days, 19 hours
40th Annual Estate Planning & Fiduciary Law Program
TUITION RATE. Early and Membership discounts automatically apply at checkout. 

Register early and SAVE 10%! Live Kiawah Island early rate expires July 4.

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 students, law professors, judges or legal services/public interest attorneys. 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.

PROGRAM LOCATION. 


Kiawah Island Golf Resort 
1 Sanctuary Beach Drive, Kiawah Island, SC 29455 | 843.768.2121 | Driving Directions | East Beach Conference Center

HOTEL INFORMATION. Contact hotels directly for reservations at the special NCBA room rate. Rates are based on availability and may sell out. 


Kiawah Island Golf Resort 
1 Sanctuary Beach Drive, Kiawah Island, SC 29455 | 843.768.2121 | Driving Directions

  • Rates | Scenic View Villas | $237 one-bedroom | $303 two-bedroom | $422 three-bedroom
    Ocean View Villas | $379 one-bedroom
    Sanctuary | $556 run of house
  • Reservations | 800.654.2924 | Group code: 12355 
  • Hotel Cutoff Date | June 23, 2019

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


To be scheduled.

FACULTY. 
Speaker Information
Stephen A Brown   [ view bio ]
Thomas A Cooper   [ view bio ]
Janice L Davies   [ view bio ]
Elinor J 'Elie' Foy   [ view bio ]
Paul M Hattenhauer   [ view bio ]
Caitlin N Horne   [ view bio ]
John N Hutson Jr   [ view bio ]
Linda Funke Johnson   [ view bio ]
Matthew R Kain   [ view bio ]
R Wilson Loftis III   [ view bio ]
Briani Bennett Mellen   [ view bio ]
Kate A Mewhinney   [ view bio ]
Mitchell Kemp Mosley   [ view bio ]
John W Porter   [ view bio ]
Charles A 'Clary' Redd   [ view bio ]
N Lucille 'Lucy' Siler   [ view bio ]
Thomas E Spahn   [ 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
Ethics/Professional Responsibility: 1.00
Questions?
CLE Premier Pass
Products
LIVE KIAWAH ISLAND Thursday-Saturday, July 25-27, 2019 | #820EPF
NCBA Price:$0.00